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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 | $85,463 | $72,607+17.7% | $90,259-5.3% | $87,485-2.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 8.59% | 18.59%-10.0pp | 18.88%-10.3pp | 26.06%-17.5pp |
| Employer contribution / active EE | $6,030 | $1,919+214.2% | $2,291+163.2% | $2,596+132.3% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,186 | $5,947-63.2% | $7,267-69.9% | $7,775-71.9% |