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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 | $29,721 | $53,128-44.1% | $86,582-65.7% | $70,126-57.6% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.4pp |
| Annual return | 11.32% | 27.66%-16.3pp | 965.08%-953.8pp | 73.15%-61.8pp |
| Employer contribution / active EE | $2,327 | $2,068+12.5% | $2,839-18.1% | $2,343-0.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,983 | $3,584+39.1% | $4,904+1.6% | $4,645+7.3% |