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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 | $67,543 | $76,551-11.8% | $123,894-45.5% | $62,881+7.4% |
| Participation rate | 88.4% | 73.0%+15.4pp | 81.4%+7.0pp | 69.3%+19.1pp |
| Annual return | 4.84% | 18.68%-13.8pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,690 | $2,882-6.7% | $4,617-41.7% | $2,281+18.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,234 | $4,826+70.6% | $8,357-1.5% | $4,296+91.7% |