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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 | $53,666 | $99,633-46.1% | $183,328-70.7% | $82,448-34.9% |
| Participation rate | 98.3% | 70.8%+27.5pp | 77.3%+20.9pp | 68.1%+30.2pp |
| Annual return | 9.81% | 17.84%-8.0pp | 29.67%-19.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,379 | $3,256-57.6% | $5,055-72.7% | $2,551-45.9% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,795-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,857 | $9,934-41.0% | $21,427-72.7% | $7,234-19.0% |