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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 | $45,187 | $93,589-51.7% | $135,942-66.8% | $75,181-39.9% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 12.97% | 30.90%-17.9pp | 68.28%-55.3pp | 160.69%-147.7pp |
| Employer contribution / active EE | $5,935 | $3,537+67.8% | $4,858+22.2% | $2,671+122.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,289 | $6,977-52.9% | $10,764-69.4% | $5,650-41.8% |