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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 | $66,066 | $109,359-39.6% | $162,177-59.3% | $72,975-9.5% |
| Participation rate | 98.3% | 84.3%+14.0pp | 87.6%+10.7pp | 69.5%+28.8pp |
| Annual return | 17.33% | 25.46%-8.1pp | 115.60%-98.3pp | 81.01%-63.7pp |
| Employer contribution / active EE | $3,376 | $3,907-13.6% | $5,613-39.9% | $2,440+38.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,673 | $7,972+21.3% | $10,843-10.8% | $5,124+88.8% |