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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 | $92,787 | $61,660+50.5% | $80,022+16.0% | $64,173+44.6% |
| Participation rate | 97.0% | 71.7%+25.3pp | 75.8%+21.1pp | 69.6%+27.4pp |
| Annual return | -10.10% | -0.33%-9.8pp | 11.22%-21.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,970 | $1,810+8.8% | $2,468-20.2% | $2,381-17.3% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,185 | $5,417-78.1% | $6,521-81.8% | $4,887-75.8% |