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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 | $38,924 | $115,931-66.4% | $185,441-79.0% | $86,983-55.3% |
| Participation rate | 98.7% | 73.6%+25.1pp | 80.3%+18.4pp | 69.5%+29.1pp |
| Annual return | 8.20% | 21.47%-13.3pp | 20.16%-12.0pp | 25.83%-17.6pp |
| Employer contribution / active EE | $6,492 | $2,937+121.1% | $4,672+39.0% | $2,584+151.2% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,080 | $10,687-24.4% | $17,890-54.8% | $7,856+2.9% |