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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 | $71,538 | $76,834-6.9% | $108,359-34.0% | $87,485-18.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 11.95% | 19.09%-7.1pp | 36.89%-24.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $3,261 | $1,556+109.5% | $2,399+35.9% | $2,596+25.6% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,708 | $6,537-43.3% | $9,741-61.9% | $7,775-52.3% |