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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 | $62,579 | $67,411-7.2% | $91,004-31.2% | $70,126-10.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.05% | -40.16%+49.2pp | 4.60%+4.5pp | 73.15%-64.1pp |
| Employer contribution / active EE | $2,319 | $1,786+29.8% | $2,456-5.6% | $2,343-1.0% |
| Participant deferral / active EE | $1,175 | $2,823-58.4% | $3,548-66.9% | $3,332-64.7% |
| Admin fee / account holder | $10,622 | $4,236+150.7% | $5,417+96.1% | $4,645+128.6% |