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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 | $53,373 | $108,825-51.0% | $156,181-65.8% | $82,448-35.3% |
| Participation rate | 86.4% | 72.4%+14.1pp | 78.8%+7.6pp | 68.1%+18.4pp |
| Annual return | 8.85% | 20.59%-11.7pp | 64.87%-56.0pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,645 | $2,870-42.7% | $4,294-61.7% | $2,551-35.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,516 | $9,341-40.9% | $14,586-62.2% | $7,234-23.8% |