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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 | $39,098 | $73,988-47.2% | $96,538-59.5% | $75,177-48.0% |
| Participation rate | 96.2% | 66.4%+29.7pp | 74.3%+21.8pp | 67.2%+28.9pp |
| Annual return | 10.72% | 26.73%-16.0pp | 35.74%-25.0pp | 160.75%-150.0pp |
| Employer contribution / active EE | $1,923 | $2,930-34.4% | $3,740-48.6% | $2,671-28.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,143 | $5,220+56.0% | $6,737+20.9% | $5,651+44.1% |