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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 | $75,763 | $88,672-14.6% | $105,223-28.0% | $82,448-8.1% |
| Participation rate | 97.1% | 67.9%+29.2pp | 75.0%+22.1pp | 68.1%+29.1pp |
| Annual return | 8.38% | 30.86%-22.5pp | 180.65%-172.3pp | 41.64%-33.3pp |
| Employer contribution / active EE | $5,431 | $3,048+78.2% | $3,689+47.2% | $2,551+112.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,946 | $7,146-16.8% | $8,859-32.9% | $7,234-17.8% |