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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 | $62,280 | $86,938-28.4% | $102,423-39.2% | $80,925-23.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.34% | 18.89%-10.6pp | 29.42%-21.1pp | 35.65%-27.3pp |
| Employer contribution / active EE | $6,229 | $2,369+162.9% | $3,023+106.0% | $2,756+126.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,221 | $8,053+2.1% | $9,455-13.0% | $6,940+18.5% |