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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 | $36,374 | $49,255-26.2% | $70,494-48.4% | $79,856-54.5% |
| Participation rate | 94.9% | 69.2%+25.8pp | 75.1%+19.9pp | 69.6%+25.3pp |
| Annual return | 3.00% | 30.10%-27.1pp | 109.16%-106.2pp | 31.71%-28.7pp |
| Employer contribution / active EE | $6,225 | $2,100+196.4% | $2,738+127.3% | $2,471+151.9% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,326 | $2,879+85.0% | $3,848+38.4% | $5,306+0.4% |