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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 | $53,345 | $98,760-46.0% | $149,715-64.4% | $79,858-33.2% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 4.64% | 27.43%-22.8pp | 276.66%-272.0pp | 31.72%-27.1pp |
| Employer contribution / active EE | $2,844 | $3,217-11.6% | $4,645-38.8% | $2,471+15.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,922 | $6,053+30.9% | $9,310-14.9% | $5,306+49.3% |