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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 | $69,995 | $71,208-1.7% | $93,681-25.3% | $80,911-13.5% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.6pp | 67.6%+29.7pp |
| Annual return | 3.78% | 11.27%-7.5pp | 133.47%-129.7pp | 35.63%-31.9pp |
| Employer contribution / active EE | $868 | $1,564-44.5% | $2,422-64.1% | $2,756-68.5% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,852 | $6,951-15.8% | $8,290-29.4% | $6,935-15.6% |