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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 | $99,439 | $109,359-9.1% | $162,177-38.7% | $72,975+36.3% |
| Participation rate | 97.7% | 84.3%+13.4pp | 87.6%+10.1pp | 69.5%+28.2pp |
| Annual return | 14.87% | 25.46%-10.6pp | 115.60%-100.7pp | 81.01%-66.1pp |
| Employer contribution / active EE | $1,744 | $3,907-55.4% | $5,613-68.9% | $2,440-28.5% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,213 | $7,972-9.5% | $10,843-33.5% | $5,124+40.8% |