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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 | $49,939 | $98,776-49.4% | $149,745-66.7% | $79,856-37.5% |
| Participation rate | 94.2% | 75.8%+18.4pp | 82.5%+11.7pp | 69.6%+24.6pp |
| Annual return | 12.15% | 27.38%-15.2pp | 276.72%-264.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,444 | $3,217+38.1% | $4,646-4.3% | $2,471+79.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,655 | $6,053-23.1% | $9,312-50.0% | $5,306-12.3% |