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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 | $90,081 | $89,367+0.8% | $141,191-36.2% | $72,975+23.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.20% | 111.87%-93.7pp | 71.41%-53.2pp | 81.01%-62.8pp |
| Employer contribution / active EE | $2,467 | $3,115-20.8% | $4,736-47.9% | $2,440+1.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,213 | $5,957-29.3% | $10,264-58.9% | $5,124-17.8% |