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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 | $89,341 | $70,435+26.8% | $96,575-7.5% | $85,856+4.1% |
| Participation rate | 72.7% | 61.8%+10.9pp | 69.8%+2.9pp | 69.3%+3.4pp |
| Annual return | 4.14% | 18.59%-14.5pp | 37.79%-33.7pp | 318.58%-314.4pp |
| Employer contribution / active EE | $6,649 | $1,413+370.6% | $2,357+182.1% | $2,565+159.2% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,819 | $4,997-63.6% | $6,182-70.6% | $6,261-70.9% |