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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 | $76,587 | $68,878+11.2% | $120,574-36.5% | $80,935-5.4% |
| Participation rate | 97.1% | 61.7%+35.4pp | 71.9%+25.1pp | 67.7%+29.4pp |
| Annual return | 7.52% | 23.67%-16.1pp | 107.42%-99.9pp | 35.66%-28.1pp |
| Employer contribution / active EE | $4,412 | $2,065+113.7% | $3,471+27.1% | $2,757+60.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,208 | $5,782-79.1% | $9,445-87.2% | $6,924-82.6% |