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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 | $30,993 | $81,504-62.0% | $102,437-69.7% | $80,959-61.7% |
| Participation rate | 75.8% | 66.9%+8.9pp | 74.5%+1.2pp | 67.7%+8.1pp |
| Annual return | 10.08% | 25.60%-15.5pp | 24.95%-14.9pp | 35.67%-25.6pp |
| Employer contribution / active EE | $4,628 | $3,104+49.1% | $3,871+19.6% | $2,757+67.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,561 | $6,719-76.8% | $8,388-81.4% | $6,925-77.5% |