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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 | $39,628 | $62,549-36.6% | $85,705-53.8% | $85,851-53.8% |
| Participation rate | 94.2% | 61.1%+33.1pp | 69.9%+24.4pp | 69.3%+24.9pp |
| Annual return | 10.35% | 23.77%-13.4pp | 21.49%-11.1pp | 318.63%-308.3pp |
| Employer contribution / active EE | $4,729 | $1,755+169.4% | $2,619+80.6% | $2,565+84.3% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,932 | $4,644-58.4% | $6,877-71.9% | $6,261-69.1% |