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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 | $96,289-44.3% | $213,469-74.9% | $87,485-38.7% |
| Participation rate | 98.3% | 69.6%+28.7pp | 77.1%+21.2pp | 68.9%+29.3pp |
| Annual return | 9.81% | 17.78%-8.0pp | 20.58%-10.8pp | 26.06%-16.3pp |
| Employer contribution / active EE | $1,379 | $3,035-54.6% | $4,994-72.4% | $2,596-46.9% |
| Participant deferral / active EE | $0 | $4,750-100.0% | $6,841-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,857 | $9,670-39.4% | $27,141-78.4% | $7,775-24.7% |