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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 | $47,617 | $53,127-10.4% | $86,597-45.0% | $70,131-32.1% |
| Participation rate | 98.2% | 65.3%+32.9pp | 73.5%+24.7pp | 69.5%+28.7pp |
| Annual return | 10.33% | 27.66%-17.3pp | 964.96%-954.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $2,896 | $2,068+40.0% | $2,840+2.0% | $2,342+23.6% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,496 | $3,585+81.2% | $4,906+32.4% | $4,645+39.8% |