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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 | $68,849 | $57,828+19.1% | $117,039-41.2% | $70,124-1.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.46% | 17.55%-6.1pp | 18.95%-7.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,439 | $1,816+34.3% | $3,785-35.6% | $2,342+4.1% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,145 | $3,548-39.6% | $5,974-64.1% | $4,645-53.8% |