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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 | $88,672-21.3% | $105,223-33.7% | $82,448-15.3% |
| Participation rate | 90.0% | 67.9%+22.1pp | 75.0%+15.0pp | 68.1%+21.9pp |
| Annual return | 12.56% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $3,500 | $3,048+14.8% | $3,689-5.1% | $2,551+37.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,563 | $7,146-64.1% | $8,859-71.1% | $7,234-64.6% |