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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 | $45,976 | $91,179-49.6% | $178,499-74.2% | $79,852-42.4% |
| Participation rate | 95.2% | 69.2%+26.0pp | 81.9%+13.3pp | 69.6%+25.6pp |
| Annual return | 8.14% | 24.19%-16.1pp | 151.10%-143.0pp | 31.72%-23.6pp |
| Employer contribution / active EE | $4,062 | $3,256+24.8% | $5,011-18.9% | $2,471+64.4% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,327 | $6,749-35.9% | $13,986-69.1% | $5,306-18.4% |