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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 | $90,881 | $57,590+57.8% | $86,233+5.4% | $82,448+10.2% |
| Participation rate | 97.7% | 57.9%+39.9pp | 69.0%+28.7pp | 68.1%+29.7pp |
| Annual return | 5.31% | 22.41%-17.1pp | 61.39%-56.1pp | 41.64%-36.3pp |
| Employer contribution / active EE | $8,877 | $1,655+436.3% | $2,504+254.5% | $2,551+248.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $27,423 | $4,730+479.7% | $8,342+228.7% | $7,234+279.1% |