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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 | $84,033 | $58,493+43.7% | $84,0210% | $72,975+15.2% |
| Participation rate | 75.8% | 61.2%+14.5pp | 69.0%+6.7pp | 69.5%+6.3pp |
| Annual return | 10.49% | 28.93%-18.4pp | 71.32%-60.8pp | 81.01%-70.5pp |
| Employer contribution / active EE | $5,482 | $1,163+371.4% | $1,984+176.4% | $2,440+124.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,648 | $4,569-42.0% | $6,102-56.6% | $5,124-48.3% |