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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 | $38,133 | $84,236-54.7% | $170,435-77.6% | $70,126-45.6% |
| Participation rate | 84.1% | 70.8%+13.3pp | 83.6%+0.5pp | 69.5%+14.6pp |
| Annual return | 8.88% | 23.06%-14.2pp | 205.94%-197.1pp | 73.15%-64.3pp |
| Employer contribution / active EE | $3,282 | $3,387-3.1% | $5,432-39.6% | $2,343+40.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $711 | $5,698-87.5% | $13,881-94.9% | $4,645-84.7% |