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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 | $68,471 | $57,119+19.9% | $85,187-19.6% | $80,935-15.4% |
| Participation rate | 91.9% | 56.4%+35.5pp | 67.5%+24.4pp | 67.7%+24.2pp |
| Annual return | 8.72% | 21.70%-13.0pp | 66.67%-57.9pp | 35.66%-26.9pp |
| Employer contribution / active EE | $19,883 | $1,802+1003.7% | $2,732+627.7% | $2,757+621.3% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,525-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,975 | $4,990-40.4% | $6,162-51.7% | $6,924-57.0% |