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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 | $72,761 | $77,908-6.6% | $149,696-51.4% | $75,173-3.2% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.0pp | 67.2%+30.6pp |
| Annual return | 9.62% | 31.73%-22.1pp | 134.46%-124.8pp | 160.72%-151.1pp |
| Employer contribution / active EE | $4,150 | $3,138+32.3% | $4,821-13.9% | $2,671+55.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,139 | $5,950-13.6% | $13,212-61.1% | $5,651-9.0% |