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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 | $70,689 | $60,349+17.1% | $74,184-4.7% | $62,881+12.4% |
| Participation rate | 90.9% | 72.7%+18.2pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 0.44% | 21.38%-20.9pp | 17.74%-17.3pp | 20.14%-19.7pp |
| Employer contribution / active EE | $8,245 | $1,680+390.7% | $2,370+247.9% | $2,281+261.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,733 | $4,261-35.9% | $5,586-51.1% | $4,296-36.4% |