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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 | $52,689 | $77,358-31.9% | $102,184-48.4% | $87,485-39.8% |
| Participation rate | 88.1% | 78.7%+9.4pp | 82.6%+5.5pp | 68.9%+19.2pp |
| Annual return | 7.39% | 41.11%-33.7pp | 31.58%-24.2pp | 26.06%-18.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,786 | $6,753-58.7% | $8,309-66.5% | $4,274-34.8% |
| Admin fee / account holder | $15,481 | $6,809+127.4% | $11,609+33.4% | $7,775+99.1% |