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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 | $30,491 | $81,233-62.5% | $155,567-80.4% | $80,874-62.3% |
| Participation rate | 90.7% | 66.2%+24.5pp | 78.2%+12.5pp | 67.6%+23.1pp |
| Annual return | 7.72% | 33.33%-25.6pp | 64.74%-57.0pp | 35.62%-27.9pp |
| Employer contribution / active EE | $8,066 | $3,101+160.1% | $4,674+72.6% | $2,756+192.7% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,977 | $7,998-50.3% | $15,916-75.0% | $6,935-42.7% |