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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 | $89,220 | $112,729-20.9% | $98,716-9.6% | $137,256-35.0% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 2.27% | 38.48%-36.2pp | 31.81%-29.5pp | 220.34%-218.1pp |
| Employer contribution / active EE | $2,273 | $2,725-16.6% | $2,279-0.3% | $4,156-45.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $391 | $10,129-96.1% | $8,703-95.5% | $12,270-96.8% |