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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 | $73,095 | $93,345-21.7% | $119,126-38.6% | $87,485-16.4% |
| Participation rate | 95.2% | 68.7%+26.5pp | 75.8%+19.5pp | 68.9%+26.3pp |
| Annual return | 5.52% | 19.08%-13.6pp | 282.11%-276.6pp | 26.06%-20.5pp |
| Employer contribution / active EE | $8,350 | $3,172+163.3% | $4,034+107.0% | $2,596+221.6% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,607 | $8,039+7.1% | $10,693-19.5% | $7,775+10.7% |