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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 | $92,041-41.7% | $299,830-82.1% | $94,015-42.9% |
| Participation rate | 98.3% | 71.4%+26.8pp | 78.5%+19.8pp | 70.8%+27.5pp |
| Annual return | 9.81% | 15.24%-5.4pp | 10.58%-0.8pp | 17.84%-8.0pp |
| Employer contribution / active EE | $1,379 | $2,506-45.0% | $5,842-76.4% | $2,790-50.6% |
| Participant deferral / active EE | $0 | $4,287-100.0% | $7,038-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,857 | $8,997-34.9% | $50,982-88.5% | $8,951-34.6% |