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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 | $87,036 | $56,054+55.3% | $171,082-49.1% | $62,881+38.4% |
| Participation rate | 97.7% | 62.9%+34.9pp | 76.7%+21.0pp | 69.3%+28.4pp |
| Annual return | 4.28% | 22.52%-18.2pp | 32.56%-28.3pp | 20.14%-15.9pp |
| Employer contribution / active EE | $5,076 | $1,731+193.2% | $4,002+26.8% | $2,281+122.5% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,116 | $3,647-42.0% | $8,520-75.2% | $4,296-50.7% |