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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 | $73,651 | $45,698+61.2% | $61,048+20.6% | $72,983+0.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.3%+20.7pp | 69.5%+30.5pp |
| Annual return | 3.13% | 20.14%-17.0pp | 26.18%-23.0pp | 81.01%-77.9pp |
| Employer contribution / active EE | $4,241 | $2,803+51.3% | $3,716+14.1% | $2,440+73.8% |
| Participant deferral / active EE | $0 | $3,264-100.0% | $4,470-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,731 | $3,347+160.9% | $3,728+134.2% | $5,124+70.4% |