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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 | $33,643 | $76,407-56.0% | $150,298-77.6% | $82,448-59.2% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 11.72% | 39.99%-28.3pp | 62.79%-51.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,685 | $2,614-35.5% | $4,154-59.4% | $2,551-33.9% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,715 | $6,352-25.8% | $14,116-66.6% | $7,234-34.8% |