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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 | $91,108 | $149,778-39.2% | $118,946-23.4% | $158,966-42.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 5.16% | 19.95%-14.8pp | 35.89%-30.7pp | 302.95%-297.8pp |
| Employer contribution / active EE | $5,793 | $4,117+40.7% | $3,263+77.5% | $4,762+21.6% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,915 | $8,604-54.5% | $6,581-40.5% | $11,250-65.2% |