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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 | $71,429 | $76,551-6.7% | $123,894-42.3% | $62,881+13.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $3,760 | $2,882+30.4% | $4,617-18.6% | $2,281+64.8% |
| Participant deferral / active EE | $1,665 | $4,840-65.6% | $5,984-72.2% | $3,203-48.0% |
| Admin fee / account holder | $4,185 | $4,826-13.3% | $8,357-49.9% | $4,296-2.6% |