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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,178 | $95,453-20.2% | $112,040-32.0% | $82,448-7.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 7.60% | 23.92%-16.3pp | 24.52%-16.9pp | 41.64%-34.0pp |
| Employer contribution / active EE | $1,563 | $2,318-32.6% | $2,954-47.1% | $2,551-38.7% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $18,090 | $9,013+100.7% | $12,098+49.5% | $7,234+150.1% |