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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 | $95,354 | $162,967-41.5% | $135,792-29.8% | $138,895-31.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 4.45% | 30.08%-25.6pp | 25.96%-21.5pp | 145.39%-140.9pp |
| Employer contribution / active EE | $4,664 | $4,211+10.8% | $3,496+33.4% | $4,194+11.2% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,813 | $15,306-75.1% | $12,266-68.9% | $12,562-69.6% |