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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 | $64,962 | $101,778-36.2% | $164,975-60.6% | $80,925-19.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.89% | 16.73%-8.8pp | 70.12%-62.2pp | 35.65%-27.8pp |
| Employer contribution / active EE | $1,930 | $2,954-34.7% | $4,343-55.6% | $2,756-30.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,164 | $8,221-12.9% | $12,688-43.5% | $6,940+3.2% |