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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 | $90,442 | $181,896-50.3% | $156,551-42.2% | $273,972-67.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.81% | 30.74%-29.9pp | 32.23%-31.4pp | 41.46%-40.6pp |
| Employer contribution / active EE | $5,890 | $6,248-5.7% | $5,501+7.1% | $4,869+21.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,474 | $15,560-64.8% | $13,028-58.0% | $10,133-46.0% |