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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 | $50,073 | $101,795-50.8% | $165,100-69.7% | $80,959-38.2% |
| Participation rate | 97.2% | 71.8%+25.4pp | 78.6%+18.6pp | 67.7%+29.6pp |
| Annual return | 10.53% | 16.73%-6.2pp | 70.21%-59.7pp | 35.67%-25.1pp |
| Employer contribution / active EE | $2,094 | $2,954-29.1% | $4,348-51.8% | $2,757-24.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,611 | $8,221-56.1% | $12,696-71.6% | $6,925-47.9% |