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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 | $40,065 | $65,364-38.7% | $92,909-56.9% | $72,975-45.1% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 14.08% | 42.11%-28.0pp | 109.44%-95.4pp | 81.01%-66.9pp |
| Employer contribution / active EE | $4,186 | $2,594+61.4% | $3,653+14.6% | $2,440+71.6% |
| Participant deferral / active EE | $893 | $3,128-71.5% | $4,238-78.9% | $3,608-75.3% |
| Admin fee / account holder | $7,931 | $4,251+86.6% | $5,795+36.9% | $5,124+54.8% |