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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 | $109,394 | $41,377+164.4% | $109,313+0.1% | $62,881+74.0% |
| Participation rate | 72.0% | 57.5%+14.5pp | 71.3%+0.7pp | 69.3%+2.7pp |
| Annual return | 2.02% | 11.05%-9.0pp | 22.07%-20.1pp | 20.14%-18.1pp |
| Employer contribution / active EE | $2,236 | $1,276+75.3% | $3,892-42.5% | $2,281-2.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,260 | $2,884+151.8% | $5,666+28.1% | $4,296+69.0% |