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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 | $96,731-24.4% | $123,973-41.0% | $86,983-16.0% |
| Participation rate | 95.2% | 70.0%+25.2pp | 76.7%+18.6pp | 69.5%+25.7pp |
| Annual return | 5.52% | 17.33%-11.8pp | 388.13%-382.6pp | 25.83%-20.3pp |
| Employer contribution / active EE | $8,350 | $3,297+153.3% | $4,126+102.4% | $2,584+223.1% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,607 | $8,722-1.3% | $11,799-27.0% | $7,856+9.6% |