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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 | $43,467 | $81,476-46.7% | $102,383-57.5% | $80,925-46.3% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.7%+22.3pp |
| Annual return | 7.69% | 25.59%-17.9pp | 24.94%-17.2pp | 35.65%-28.0pp |
| Employer contribution / active EE | $5,750 | $3,105+85.2% | $3,870+48.6% | $2,756+108.6% |
| Participant deferral / active EE | $67 | $3,871-98.3% | $5,060-98.7% | $4,299-98.4% |
| Admin fee / account holder | $2,397 | $6,717-64.3% | $8,391-71.4% | $6,940-65.5% |