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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 | $86,938-45.1% | $102,423-53.4% | $80,925-41.0% |
| Participation rate | 95.1% | 72.4%+22.7pp | 76.5%+18.6pp | 67.7%+27.4pp |
| Annual return | 3.33% | 18.89%-15.6pp | 29.42%-26.1pp | 35.65%-32.3pp |
| Employer contribution / active EE | $7,393 | $2,369+212.0% | $3,023+144.5% | $2,756+168.2% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,527 | $8,053-6.5% | $9,455-20.4% | $6,940+8.4% |