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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 | $147,438 | $88,707+66.2% | $74,184+98.7% | $273,972-46.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.63% | 11.94%-11.3pp | 17.74%-17.1pp | 41.46%-40.8pp |
| Employer contribution / active EE | $3,390 | $3,159+7.3% | $2,370+43.0% | $4,869-30.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,878 | $8,717-9.6% | $5,586+41.0% | $10,133-22.2% |