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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 | $58,547 | $81,504-28.2% | $102,437-42.8% | $80,959-27.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 9.57% | 25.60%-16.0pp | 24.95%-15.4pp | 35.67%-26.1pp |
| Employer contribution / active EE | $6,826 | $3,104+119.9% | $3,871+76.3% | $2,757+147.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,679 | $6,719-15.5% | $8,388-32.3% | $6,925-18.0% |