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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 | $50,759 | $84,236-39.7% | $170,435-70.2% | $70,126-27.6% |
| Participation rate | 85.1% | 70.8%+14.2pp | 83.6%+1.5pp | 69.5%+15.5pp |
| Annual return | 5.73% | 23.06%-17.3pp | 205.94%-200.2pp | 73.15%-67.4pp |
| Employer contribution / active EE | $2,843 | $3,387-16.1% | $5,432-47.7% | $2,343+21.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,613 | $5,698-54.1% | $13,881-81.2% | $4,645-43.7% |