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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 | $46,524 | $86,891-46.5% | $142,460-67.3% | $75,181-38.1% |
| Participation rate | 96.2% | 68.5%+27.7pp | 76.8%+19.4pp | 67.2%+29.0pp |
| Annual return | 5.63% | 23.31%-17.7pp | 19.99%-14.4pp | 160.69%-155.1pp |
| Employer contribution / active EE | $2,358 | $3,355-29.7% | $4,847-51.3% | $2,671-11.7% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,454 | $7,299-80.1% | $10,011-85.5% | $5,650-74.3% |