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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 | $86,922-45.1% | $102,438-53.4% | $80,874-40.9% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.6%+27.4pp |
| Annual return | 3.33% | 18.90%-15.6pp | 29.37%-26.0pp | 35.62%-32.3pp |
| Employer contribution / active EE | $7,393 | $2,369+212.0% | $3,024+144.5% | $2,756+168.3% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,527 | $8,050-6.5% | $9,448-20.3% | $6,935+8.5% |