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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 | $86,050-66.4% | $189,758-84.8% | $94,015-69.2% |
| Participation rate | 96.2% | 68.9%+27.3pp | 79.8%+16.4pp | 70.8%+25.3pp |
| Annual return | 8.20% | 17.77%-9.6pp | 52.62%-44.4pp | 17.84%-9.6pp |
| Employer contribution / active EE | $3,846 | $2,819+36.4% | $4,767-19.3% | $2,790+37.9% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $15,530 | $6,627+134.4% | $20,388-23.8% | $8,951+73.5% |