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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 | $49,206 | $56,894-13.5% | $84,753-41.9% | $62,881-21.7% |
| Participation rate | 96.1% | 68.5%+27.5pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | -4.95% | 6.30%-11.3pp | 22.78%-27.7pp | 20.14%-25.1pp |
| Employer contribution / active EE | $6,693 | $2,400+178.9% | $3,574+87.2% | $2,281+193.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,607 | $3,581+28.6% | $5,333-13.6% | $4,296+7.2% |