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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 | $92,807 | $215,361-56.9% | $171,082-45.8% | $273,972-66.1% |
| Participation rate | 91.7% | 82.0%+9.6pp | 76.7%+15.0pp | 83.0%+8.7pp |
| Annual return | -0.10% | 25.14%-25.2pp | 32.56%-32.7pp | 41.46%-41.6pp |
| Employer contribution / active EE | $10,000 | $4,967+101.3% | $4,002+149.9% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,103 | $10,846+39.2% | $8,520+77.3% | $10,133+49.1% |