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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 | $34,296 | $76,407-55.1% | $150,298-77.2% | $82,448-58.4% |
| Participation rate | 96.0% | 66.4%+29.6pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 3.54% | 39.99%-36.5pp | 62.79%-59.2pp | 41.64%-38.1pp |
| Employer contribution / active EE | $3,389 | $2,614+29.6% | $4,154-18.4% | $2,551+32.8% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $14,177 | $6,352+123.2% | $14,116+0.4% | $7,234+96.0% |