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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 | $63,670 | $146,267-56.5% | $197,124-67.7% | $82,448-22.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 86.7%+5.0pp | 68.1%+23.6pp |
| Annual return | 10.46% | 29.61%-19.2pp | 44.34%-33.9pp | 41.64%-31.2pp |
| Employer contribution / active EE | $4,629 | $4,723-2.0% | $6,227-25.7% | $2,551+81.5% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,131 | $14,422-92.2% | $16,298-93.1% | $7,234-84.4% |