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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 | $95,540 | $213,785-55.3% | $185,441-48.5% | $155,188-38.4% |
| Participation rate | 90.9% | 83.2%+7.7pp | 80.3%+10.6pp | 80.8%+10.1pp |
| Annual return | 4.01% | 19.97%-16.0pp | 20.16%-16.2pp | 148.84%-144.8pp |
| Employer contribution / active EE | $3,818 | $5,393-29.2% | $4,672-18.3% | $4,248-10.1% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $17,145 | $21,134-18.9% | $17,890-4.2% | $14,480+18.4% |