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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 | $114,712-66.1% | $173,730-77.6% | $87,485-55.5% |
| Participation rate | 98.7% | 73.0%+25.7pp | 79.6%+19.1pp | 68.9%+29.8pp |
| Annual return | 8.20% | 20.18%-12.0pp | 19.96%-11.8pp | 26.06%-17.9pp |
| Employer contribution / active EE | $6,492 | $2,904+123.6% | $4,577+41.8% | $2,596+150.1% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,080 | $10,210-20.9% | $17,523-53.9% | $7,775+3.9% |