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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 | $60,266 | $58,627+2.8% | $76,735-21.5% | $82,448-26.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 2.76% | 39.10%-36.3pp | 29.77%-27.0pp | 41.64%-38.9pp |
| Employer contribution / active EE | $6,796 | $1,729+293.0% | $2,454+176.9% | $2,551+166.4% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,321 | $5,323-56.4% | $7,189-67.7% | $7,234-67.9% |