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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 | $56,784 | $77,707-26.9% | $70,160-19.1% | $139,466-59.3% |
| Participation rate | 83.3% | 83.1%+0.2pp | 78.8%+4.5pp | 80.3%+3.0pp |
| Annual return | 11.43% | 19.30%-7.9pp | 19.08%-7.7pp | 373.66%-362.2pp |
| Employer contribution / active EE | $4,710 | $4,986-5.5% | $4,285+9.9% | $4,754-0.9% |
| Participant deferral / active EE | $0 | $6,443-100.0% | $5,394-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,395 | $5,397+111.1% | $4,582+148.7% | $11,409-0.1% |