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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 | $242,361 | $99,345+144.0% | $84,753+186.0% | $273,970-11.5% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.44% | 22.93%-22.5pp | 22.78%-22.3pp | 41.46%-41.0pp |
| Employer contribution / active EE | $3,518 | $4,214-16.5% | $3,574-1.6% | $4,869-27.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,871 | $6,645-71.8% | $5,333-64.9% | $10,132-81.5% |