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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 | $47,321 | $73,787-35.9% | $98,716-52.1% | $82,448-42.6% |
| Participation rate | 96.1% | 61.4%+34.7pp | 69.3%+26.8pp | 68.1%+28.0pp |
| Annual return | 11.43% | 18.57%-7.1pp | 31.81%-20.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $2,177 | $1,511+44.1% | $2,279-4.4% | $2,551-14.6% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,497 | $6,500-77.0% | $8,703-82.8% | $7,234-79.3% |