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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 | $88,850 | $55,902+58.9% | $76,030+16.9% | $80,959+9.7% |
| Participation rate | 96.6% | 62.1%+34.5pp | 69.1%+27.5pp | 67.7%+28.9pp |
| Annual return | 9.79% | 20.59%-10.8pp | 361.54%-351.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $2,671 | $1,867+43.1% | $2,688-0.6% | $2,757-3.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,603 | $5,239-69.4% | $6,421-75.0% | $6,925-76.8% |