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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 | $51,014 | $98,776-48.4% | $149,745-65.9% | $79,856-36.1% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 11.88% | 27.38%-15.5pp | 276.72%-264.8pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,704 | $3,217+15.1% | $4,646-20.3% | $2,471+49.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,936 | $6,053-51.5% | $9,312-68.5% | $5,306-44.7% |