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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 | $155,283 | $56,054+177.0% | $171,082-9.2% | $62,881+146.9% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 2.90% | 22.52%-19.6pp | 32.56%-29.7pp | 20.14%-17.2pp |
| Employer contribution / active EE | $2,902 | $1,731+67.7% | $4,002-27.5% | $2,281+27.2% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,682 | $3,647+138.1% | $8,520+1.9% | $4,296+102.1% |