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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 | $66,491 | $58,493+13.7% | $84,021-20.9% | $72,975-8.9% |
| Participation rate | 98.9% | 61.2%+37.6pp | 69.0%+29.8pp | 69.5%+29.4pp |
| Annual return | -1.33% | 28.93%-30.3pp | 71.32%-72.6pp | 81.01%-82.3pp |
| Employer contribution / active EE | $12,702 | $1,163+992.2% | $1,984+540.3% | $2,440+420.6% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,844 | $4,569-37.7% | $6,102-53.4% | $5,124-44.5% |