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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 | $75,681 | $107,666-29.7% | $102,184-25.9% | $154,746-51.1% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.6%+9.7pp | 80.7%+11.6pp |
| Annual return | 8.03% | 29.33%-21.3pp | 31.58%-23.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $2,692 | $3,846-30.0% | $3,594-25.1% | $4,379-38.5% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $45,358 | $12,943+250.4% | $11,609+290.7% | $14,365+215.7% |