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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 | $47,757 | $86,949-45.1% | $102,460-53.4% | $80,959-41.0% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.7%+27.4pp |
| Annual return | 3.33% | 18.89%-15.6pp | 29.47%-26.1pp | 35.67%-32.3pp |
| Employer contribution / active EE | $7,393 | $2,370+212.0% | $3,025+144.4% | $2,757+168.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,527 | $8,048-6.5% | $9,460-20.4% | $6,925+8.7% |