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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 | $40,568 | $86,919-53.3% | $102,457-60.4% | $80,911-49.9% |
| Participation rate | 96.1% | 72.4%+23.7pp | 76.5%+19.6pp | 67.6%+28.4pp |
| Annual return | 9.25% | 18.90%-9.6pp | 29.41%-20.2pp | 35.63%-26.4pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $804 | $4,119-80.5% | $5,054-84.1% | $4,297-81.3% |
| Admin fee / account holder | $13,203 | $8,049+64.0% | $9,451+39.7% | $6,935+90.4% |