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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 | $98,684 | $146,267-32.5% | $197,124-49.9% | $82,448+19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 10.62% | 29.61%-19.0pp | 44.34%-33.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,751 | $4,723-41.8% | $6,227-55.8% | $2,551+7.8% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,915 | $14,422-59.0% | $16,298-63.7% | $7,234-18.2% |