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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 | $66,974 | $56,544+18.4% | $75,501-11.3% | $70,126-4.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 11.15% | 23.59%-12.4pp | 27.35%-16.2pp | 73.15%-62.0pp |
| Employer contribution / active EE | $7,459 | $1,817+310.6% | $2,352+217.2% | $2,343+218.4% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,375 | $3,827+40.5% | $5,801-7.3% | $4,645+15.7% |