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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 | $71,283 | $110,212-35.3% | $96,534-26.2% | $139,466-48.9% |
| Participation rate | 95.0% | 78.1%+16.9pp | 76.0%+19.0pp | 80.3%+14.7pp |
| Annual return | 2.22% | 26.42%-24.2pp | 25.88%-23.7pp | 373.66%-371.4pp |
| Employer contribution / active EE | $4,466 | $3,620+23.4% | $2,965+50.6% | $4,754-6.1% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,799 | $11,599-58.6% | $8,253-41.8% | $11,409-57.9% |