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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 | $37,316 | $54,763-31.9% | $90,324-58.7% | $72,976-48.9% |
| Participation rate | 94.8% | 65.2%+29.7pp | 73.3%+21.5pp | 69.5%+25.3pp |
| Annual return | 5.11% | 30.63%-25.5pp | 78.15%-73.0pp | 81.02%-75.9pp |
| Employer contribution / active EE | $4,724 | $2,093+125.7% | $2,856+65.4% | $2,440+93.6% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,696 | $3,973-32.1% | $5,356-49.7% | $5,124-47.4% |