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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 | $79,309 | $77,896+1.8% | $134,172-40.9% | $82,448-3.8% |
| Participation rate | 95.7% | 62.8%+32.9pp | 72.5%+23.2pp | 68.1%+27.6pp |
| Annual return | 7.44% | 18.21%-10.8pp | 25.30%-17.9pp | 41.64%-34.2pp |
| Employer contribution / active EE | $2,899 | $2,159+34.2% | $3,420-15.2% | $2,551+13.6% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,344 | $6,336-78.8% | $12,016-88.8% | $7,234-81.4% |