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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 | $79,483 | $78,423+1.4% | $95,964-17.2% | $79,856-0.5% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | 9.06% | 19.37%-10.3pp | 91.64%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $938 | $1,945-51.8% | $2,541-63.1% | $2,471-62.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $53,231 | $5,622+846.9% | $6,797+683.1% | $5,306+903.1% |