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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 | $63,721 | $57,506+10.8% | $67,221-5.2% | $79,852-20.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -8.32% | 18.46%-26.8pp | 20.72%-29.0pp | 31.72%-40.0pp |
| Employer contribution / active EE | $5,059 | $2,961+70.9% | $3,723+35.9% | $2,471+104.7% |
| Participant deferral / active EE | $0 | $3,508-100.0% | $4,384-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,343 | $4,029+32.6% | $5,844-8.6% | $5,306+0.7% |