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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 | $53,704 | $47,848+12.2% | $81,473-34.1% | $70,126-23.4% |
| Participation rate | 95.9% | 58.3%+37.6pp | 68.0%+28.0pp | 69.5%+26.4pp |
| Annual return | -1.33% | 27.25%-28.6pp | 38.78%-40.1pp | 73.15%-74.5pp |
| Employer contribution / active EE | $15,499 | $1,527+914.9% | $2,568+503.6% | $2,343+561.6% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,888 | $3,145-8.2% | $4,561-36.7% | $4,645-37.8% |