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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 | $36,762 | $81,947-55.1% | $105,387-65.1% | $72,976-49.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 82.6%+0.8pp | 69.5%+13.8pp |
| Annual return | 1.48% | 42.90%-41.4pp | 26.82%-25.3pp | 81.02%-79.5pp |
| Employer contribution / active EE | $5,373 | $3,468+54.9% | $4,213+27.5% | $2,440+120.2% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,619 | $6,258+85.7% | $6,559+77.2% | $5,124+126.7% |