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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 | $28,925 | $76,407-62.1% | $150,298-80.8% | $82,448-64.9% |
| Participation rate | 96.2% | 66.4%+29.8pp | 77.8%+18.4pp | 68.1%+28.1pp |
| Annual return | 8.20% | 39.99%-31.8pp | 62.79%-54.6pp | 41.64%-33.4pp |
| Employer contribution / active EE | $3,846 | $2,614+47.1% | $4,154-7.4% | $2,551+50.8% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $15,530 | $6,352+144.5% | $14,116+10.0% | $7,234+114.7% |