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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 | $56,561 | $67,411-16.1% | $91,004-37.8% | $70,126-19.3% |
| Participation rate | 95.1% | 71.4%+23.8pp | 75.6%+19.5pp | 69.5%+25.6pp |
| Annual return | 12.01% | -40.16%+52.2pp | 4.60%+7.4pp | 73.15%-61.1pp |
| Employer contribution / active EE | $4,573 | $1,786+156.1% | $2,456+86.2% | $2,343+95.2% |
| Participant deferral / active EE | $235 | $2,823-91.7% | $3,548-93.4% | $3,332-93.0% |
| Admin fee / account holder | $4,161 | $4,236-1.8% | $5,417-23.2% | $4,645-10.4% |