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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 | $55,063 | $86,938-36.7% | $102,423-46.2% | $80,925-32.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 6.67% | 18.89%-12.2pp | 29.42%-22.8pp | 35.65%-29.0pp |
| Employer contribution / active EE | $4,063 | $2,369+71.5% | $3,023+34.4% | $2,756+47.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,210 | $8,053-60.1% | $9,455-66.0% | $6,940-53.7% |