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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 | $61,884 | $60,349+2.5% | $74,184-16.6% | $62,881-1.6% |
| Participation rate | 96.3% | 72.7%+23.6pp | 76.6%+19.7pp | 69.3%+27.0pp |
| Annual return | -3.02% | 21.38%-24.4pp | 17.74%-20.8pp | 20.14%-23.2pp |
| Employer contribution / active EE | $6,667 | $1,680+296.8% | $2,370+181.3% | $2,281+192.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $492 | $4,261-88.5% | $5,586-91.2% | $4,296-88.5% |