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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 | $47,024 | $110,248-57.3% | $95,728-50.9% | $139,456-66.3% |
| Participation rate | 90.9% | 75.7%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 7.92% | 27.16%-19.2pp | 28.40%-20.5pp | 373.45%-365.5pp |
| Employer contribution / active EE | $5,455 | $3,258+67.4% | $2,835+92.4% | $4,753+14.8% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,424 | $6,607-63.3% | $5,673-57.3% | $11,407-78.8% |