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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 | $49,298 | $56,894-13.4% | $84,753-41.8% | $62,881-21.6% |
| Participation rate | 94.7% | 68.5%+26.2pp | 76.6%+18.1pp | 69.3%+25.4pp |
| Annual return | -3.46% | 6.30%-9.8pp | 22.78%-26.2pp | 20.14%-23.6pp |
| Employer contribution / active EE | $6,188 | $2,400+157.8% | $3,574+73.1% | $2,281+171.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,248 | $3,581+158.3% | $5,333+73.4% | $4,296+115.3% |