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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 | $81,504-46.7% | $102,437-57.6% | $80,959-46.3% |
| Participation rate | 90.0% | 66.9%+23.1pp | 74.5%+15.5pp | 67.7%+22.3pp |
| Annual return | 7.69% | 25.60%-17.9pp | 24.95%-17.3pp | 35.67%-28.0pp |
| Employer contribution / active EE | $5,750 | $3,104+85.3% | $3,871+48.6% | $2,757+108.6% |
| Participant deferral / active EE | $67 | $3,871-98.3% | $5,060-98.7% | $4,300-98.4% |
| Admin fee / account holder | $2,397 | $6,719-64.3% | $8,388-71.4% | $6,925-65.4% |