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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 | $55,889+59.0% | $76,119+16.7% | $80,935+9.8% |
| Participation rate | 96.6% | 62.1%+34.5pp | 69.1%+27.5pp | 67.7%+28.9pp |
| Annual return | 9.79% | 20.58%-10.8pp | 361.25%-351.5pp | 35.66%-25.9pp |
| Employer contribution / active EE | $2,671 | $1,866+43.2% | $2,693-0.8% | $2,757-3.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,603 | $5,241-69.4% | $6,421-75.0% | $6,924-76.8% |