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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 | $64,151 | $77,574-17.3% | $108,753-41.0% | $86,983-26.2% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 8.83% | 18.42%-9.6pp | 37.47%-28.6pp | 25.83%-17.0pp |
| Employer contribution / active EE | $3,665 | $1,611+127.5% | $2,427+51.0% | $2,584+41.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $26,066 | $6,529+299.3% | $10,320+152.6% | $7,856+231.8% |