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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 | $51,338 | $81,457-37.0% | $103,378-50.3% | $80,911-36.5% |
| Participation rate | 93.6% | 66.8%+26.8pp | 74.5%+19.1pp | 67.6%+26.0pp |
| Annual return | -2.20% | 25.58%-27.8pp | 24.91%-27.1pp | 35.63%-37.8pp |
| Employer contribution / active EE | $14,790 | $3,107+376.0% | $3,870+282.1% | $2,756+436.7% |
| Participant deferral / active EE | $516 | $3,871-86.7% | $5,058-89.8% | $4,297-88.0% |
| Admin fee / account holder | $10,663 | $6,717+58.8% | $8,401+26.9% | $6,935+53.8% |