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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 | $70,506 | $77,814-9.4% | $158,223-55.4% | $86,983-18.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 9.01% | 30.54%-21.5pp | 52.09%-43.1pp | 25.83%-16.8pp |
| Employer contribution / active EE | $4,395 | $2,592+69.5% | $4,109+7.0% | $2,584+70.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,937 | $5,879-33.0% | $16,047-75.5% | $7,856-49.9% |