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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 | $109,584 | $91,559+19.7% | $133,971-18.2% | $79,852+37.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.18% | 61.85%-52.7pp | 45.09%-35.9pp | 31.72%-22.5pp |
| Employer contribution / active EE | $2,295 | $2,384-3.7% | $3,919-41.4% | $2,471-7.1% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,441 | $6,321-45.6% | $8,929-61.5% | $5,306-35.1% |