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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 | $75,720+58.4% | $90,312+32.8% | $86,983+37.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | -2.88% | 18.55%-21.4pp | 18.90%-21.8pp | 25.83%-28.7pp |
| Employer contribution / active EE | $6,305 | $1,945+224.1% | $2,243+181.2% | $2,584+144.0% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,208 | $6,201-16.0% | $8,248-36.8% | $7,856-33.7% |