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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 | $43,459 | $63,355-31.4% | $91,994-52.8% | $72,983-40.5% |
| Participation rate | 91.2% | 72.5%+18.7pp | 78.6%+12.5pp | 69.5%+21.7pp |
| Annual return | 18.41% | 35.35%-16.9pp | 69.03%-50.6pp | 81.01%-62.6pp |
| Employer contribution / active EE | $5,882 | $2,116+178.0% | $3,452+70.4% | $2,440+141.1% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,809 | $4,668-61.2% | $7,743-76.6% | $5,124-64.7% |