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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 | $90,093 | $54,541+65.2% | $78,778+14.4% | $70,126+28.5% |
| Participation rate | 79.3% | 60.8%+18.5pp | 69.2%+10.1pp | 69.5%+9.8pp |
| Annual return | 1.40% | 21.07%-19.7pp | 35.62%-34.2pp | 73.15%-71.8pp |
| Employer contribution / active EE | $6,404 | $1,089+488.3% | $1,986+222.5% | $2,343+173.4% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,526 | $3,709+76.0% | $5,134+27.1% | $4,645+40.5% |