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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 | $78,690-63.2% | $161,489-82.1% | $87,485-66.9% |
| Participation rate | 96.2% | 67.5%+28.7pp | 78.7%+17.5pp | 68.9%+27.2pp |
| Annual return | 8.20% | 32.74%-24.5pp | 89.72%-81.5pp | 26.06%-17.9pp |
| Employer contribution / active EE | $3,846 | $2,588+48.6% | $4,268-9.9% | $2,596+48.1% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $15,530 | $6,724+131.0% | $16,006-3.0% | $7,775+99.7% |