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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 | $49,456 | $84,236-41.3% | $170,435-71.0% | $70,126-29.5% |
| Participation rate | 97.3% | 70.8%+26.4pp | 83.6%+13.7pp | 69.5%+27.7pp |
| Annual return | 12.04% | 23.06%-11.0pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $4,887 | $3,387+44.3% | $5,432-10.0% | $2,343+108.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,042 | $5,698-64.2% | $13,881-85.3% | $4,645-56.0% |