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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 | $76,834-38.4% | $108,359-56.3% | $87,485-45.9% |
| Participation rate | 96.1% | 61.7%+34.4pp | 70.1%+26.0pp | 68.9%+27.1pp |
| Annual return | 11.43% | 19.09%-7.7pp | 36.89%-25.5pp | 26.06%-14.6pp |
| Employer contribution / active EE | $2,177 | $1,556+39.9% | $2,399-9.3% | $2,596-16.1% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,497 | $6,537-77.1% | $9,741-84.6% | $7,775-80.7% |