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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 | $60,971 | $52,580+16.0% | $71,671-14.9% | $70,126-13.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 0.62% | 20.25%-19.6pp | 20.65%-20.0pp | 73.15%-72.5pp |
| Employer contribution / active EE | $5,952 | $1,616+268.4% | $2,460+142.0% | $2,343+154.1% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $795 | $3,653-78.2% | $5,558-85.7% | $4,645-82.9% |