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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 | $37,035 | $86,940-57.4% | $102,434-63.8% | $80,935-54.2% |
| Participation rate | 96.2% | 72.4%+23.8pp | 76.5%+19.6pp | 67.7%+28.5pp |
| Annual return | 2.36% | 18.89%-16.5pp | 29.46%-27.1pp | 35.66%-33.3pp |
| Employer contribution / active EE | $4,808 | $2,370+102.9% | $3,023+59.0% | $2,757+74.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,690 | $8,047-41.7% | $9,462-50.4% | $6,924-32.3% |