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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 | $121,192 | $138,393-12.4% | $184,256-34.2% | $80,959+49.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 4.60% | 20.01%-15.4pp | 28.85%-24.2pp | 35.67%-31.1pp |
| Employer contribution / active EE | $2,791 | $4,847-42.4% | $6,427-56.6% | $2,757+1.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,830 | $10,489-54.0% | $13,899-65.3% | $6,925-30.3% |