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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 | $47,857 | $49,249-2.8% | $70,476-32.1% | $79,852-40.1% |
| Participation rate | 81.8% | 69.2%+12.7pp | 75.1%+6.8pp | 69.6%+12.2pp |
| Annual return | 4.07% | 30.09%-26.0pp | 109.12%-105.0pp | 31.72%-27.7pp |
| Employer contribution / active EE | $4,634 | $2,100+120.6% | $2,738+69.3% | $2,471+87.5% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,806 | $2,878+67.0% | $3,847+24.9% | $5,306-9.4% |