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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 | $141,509 | $146,267-3.3% | $197,124-28.2% | $82,448+71.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.17% | 29.61%-18.4pp | 44.34%-33.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $2,791 | $4,723-40.9% | $6,227-55.2% | $2,551+9.4% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $11,759 | $14,422-18.5% | $16,298-27.8% | $7,234+62.6% |