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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 | $53,851 | $106,524-49.4% | $152,301-64.6% | $87,485-38.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 11.95% | 26.89%-14.9pp | 80.50%-68.5pp | 26.06%-14.1pp |
| Employer contribution / active EE | $4,167 | $3,371+23.6% | $4,624-9.9% | $2,596+60.5% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,598 | $8,287-56.6% | $14,398-75.0% | $7,775-53.7% |