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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 | $69,536 | $87,841-20.8% | $133,981-48.1% | $62,891+10.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | -1.51% | 12.05%-13.6pp | 29.30%-30.8pp | 20.14%-21.7pp |
| Employer contribution / active EE | $6,925 | $3,483+98.8% | $5,211+32.9% | $2,281+203.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,165 | $5,371+14.8% | $9,324-33.9% | $4,296+43.5% |