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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 | $91,129 | $57,590+58.2% | $86,233+5.7% | $82,448+10.5% |
| Participation rate | 80.5% | 57.9%+22.6pp | 69.0%+11.5pp | 68.1%+12.4pp |
| Annual return | 9.86% | 22.41%-12.6pp | 61.39%-51.5pp | 41.64%-31.8pp |
| Employer contribution / active EE | $10,853 | $1,655+555.6% | $2,504+333.4% | $2,551+325.4% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,743 | $4,730-63.2% | $8,342-79.1% | $7,234-75.9% |