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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 | $142,972-31.0% | $214,702-54.0% | $86,983+13.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 10.62% | 18.49%-7.9pp | 54.55%-43.9pp | 25.83%-15.2pp |
| Employer contribution / active EE | $2,751 | $4,635-40.6% | $6,461-57.4% | $2,584+6.5% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,915 | $17,617-66.4% | $19,830-70.2% | $7,856-24.7% |