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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 | $46,854 | $92,798-49.5% | $96,707-51.6% | $137,256-65.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 8.86% | 31.24%-22.4pp | 34.78%-25.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $4,286 | $4,147+3.3% | $4,191+2.3% | $4,156+3.1% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,367 | $7,946-57.6% | $7,503-55.1% | $12,270-72.6% |