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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 | $55,511 | $81,487-31.9% | $102,412-45.8% | $80,935-31.4% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.7pp | 67.7%+28.5pp |
| Annual return | 9.09% | 25.60%-16.5pp | 24.94%-15.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $4,413 | $3,103+42.2% | $3,870+14.0% | $2,757+60.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,811 | $6,717-43.3% | $8,388-54.6% | $6,924-45.0% |