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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 | $40,558 | $111,814-63.7% | $103,378-60.8% | $145,978-72.2% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 8.74% | 24.80%-16.1pp | 24.91%-16.2pp | 550.52%-541.8pp |
| Employer contribution / active EE | $6,485 | $4,215+53.9% | $3,870+67.6% | $4,662+39.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,914 | $9,764-59.9% | $8,401-53.4% | $13,400-70.8% |