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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 | $42,091 | $71,215-40.9% | $93,696-55.1% | $80,935-48.0% |
| Participation rate | 98.2% | 60.4%+37.8pp | 68.7%+29.5pp | 67.7%+30.6pp |
| Annual return | 8.30% | 11.27%-3.0pp | 133.74%-125.4pp | 35.66%-27.4pp |
| Employer contribution / active EE | $2,167 | $1,565+38.5% | $2,422-10.5% | $2,757-21.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $914 | $6,958-86.9% | $8,287-89.0% | $6,924-86.8% |