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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 | $69,812 | $89,259-21.8% | $107,187-34.9% | $82,637-15.5% |
| Participation rate | 90.0% | 67.9%+22.1pp | 75.0%+15.0pp | 68.1%+21.9pp |
| Annual return | 12.56% | 21.02%-8.5pp | 204.55%-192.0pp | 53.51%-40.9pp |
| Employer contribution / active EE | $3,500 | $3,080+13.6% | $3,782-7.5% | $2,552+37.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,563 | $7,381-65.3% | $9,162-72.0% | $7,339-65.1% |