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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 | $119,918 | $67,894+76.6% | $89,340+34.2% | $82,448+45.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | -2.88% | 19.21%-22.1pp | 20.57%-23.5pp | 41.64%-44.5pp |
| Employer contribution / active EE | $6,305 | $1,828+244.9% | $2,231+182.6% | $2,551+147.2% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,208 | $5,723-9.0% | $6,704-22.3% | $7,234-28.0% |