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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 | $43,184 | $95,453-54.8% | $112,040-61.5% | $82,448-47.6% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.5%+16.1pp | 68.1%+24.5pp |
| Annual return | 2.43% | 23.92%-21.5pp | 24.52%-22.1pp | 41.64%-39.2pp |
| Employer contribution / active EE | $4,630 | $2,318+99.7% | $2,954+56.7% | $2,551+81.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,447 | $9,013-83.9% | $12,098-88.0% | $7,234-80.0% |