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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 | $31,939 | $81,487-60.8% | $102,412-68.8% | $80,935-60.5% |
| Participation rate | 73.2% | 66.8%+6.3pp | 74.5%-1.3pp | 67.7%+5.5pp |
| Annual return | 8.99% | 25.60%-16.6pp | 24.94%-16.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $9,406 | $3,103+203.1% | $3,870+143.1% | $2,757+241.2% |
| Participant deferral / active EE | $36 | $3,871-99.1% | $5,060-99.3% | $4,299-99.2% |
| Admin fee / account holder | $2,666 | $6,717-60.3% | $8,388-68.2% | $6,924-61.5% |