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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 | $69,441 | $58,828+18.0% | $78,002-11.0% | $62,881+10.4% |
| Participation rate | 97.7% | 71.1%+26.6pp | 75.5%+22.1pp | 69.3%+28.4pp |
| Annual return | -2.09% | 17.16%-19.2pp | 425.99%-428.1pp | 20.14%-22.2pp |
| Employer contribution / active EE | $2,134 | $1,672+27.6% | $2,470-13.6% | $2,281-6.5% |
| Participant deferral / active EE | $911 | $2,686-66.1% | $3,497-73.9% | $3,203-71.5% |
| Admin fee / account holder | $1,283 | $4,393-70.8% | $5,481-76.6% | $4,296-70.1% |