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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 | $46,805 | $75,963-38.4% | $97,995-52.2% | $70,126-33.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 4.00% | 19.26%-15.3pp | 23.94%-19.9pp | 73.15%-69.1pp |
| Employer contribution / active EE | $4,589 | $3,278+40.0% | $4,158+10.4% | $2,343+95.9% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,008 | $5,407-25.9% | $5,943-32.6% | $4,645-13.7% |