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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 | $108,825-64.2% | $156,181-75.1% | $82,448-52.8% |
| Participation rate | 98.7% | 72.4%+26.3pp | 78.8%+19.9pp | 68.1%+30.6pp |
| Annual return | 8.20% | 20.59%-12.4pp | 64.87%-56.7pp | 41.64%-33.4pp |
| Employer contribution / active EE | $6,492 | $2,870+126.2% | $4,294+51.2% | $2,551+154.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,080 | $9,341-13.5% | $14,586-44.6% | $7,234+11.7% |