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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 | $44,857 | $88,042-49.1% | $138,135-67.5% | $79,852-43.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 9.07% | 20.58%-11.5pp | 20.51%-11.4pp | 31.72%-22.7pp |
| Employer contribution / active EE | $6,020 | $3,103+94.0% | $5,587+7.8% | $2,471+143.6% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,928 | $7,791-75.3% | $11,856-83.7% | $5,306-63.7% |