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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 | $51,468 | $37,156+38.5% | $83,854-38.6% | $86,983-40.8% |
| Participation rate | 98.1% | 49.1%+49.0pp | 59.1%+39.0pp | 69.5%+28.5pp |
| Annual return | 4.30% | 29.88%-25.6pp | 31.39%-27.1pp | 25.83%-21.5pp |
| Employer contribution / active EE | $5,558 | $661+741.0% | $1,017+446.4% | $2,584+115.0% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,084 | $2,510-56.8% | $3,197-66.1% | $7,856-86.2% |