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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 | $46,047 | $95,453-51.8% | $112,040-58.9% | $82,448-44.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.85% | 23.92%-12.1pp | 24.52%-12.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $7,692 | $2,318+231.9% | $2,954+160.4% | $2,551+201.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,174 | $9,013-64.8% | $12,098-73.8% | $7,234-56.1% |