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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 | $50,162 | $84,236-40.5% | $170,435-70.6% | $70,126-28.5% |
| Participation rate | 97.1% | 70.8%+26.2pp | 83.6%+13.5pp | 69.5%+27.5pp |
| Annual return | 11.95% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $4,083 | $3,387+20.5% | $5,432-24.8% | $2,343+74.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,469 | $5,698-56.7% | $13,881-82.2% | $4,645-46.9% |