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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 | $67,081 | $87,834-23.6% | $133,975-49.9% | $62,881+6.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.59% | 12.05%-6.5pp | 29.29%-23.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $6,210 | $3,482+78.3% | $5,211+19.2% | $2,281+172.3% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,820 | $5,372+64.2% | $9,324-5.4% | $4,296+105.3% |