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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 | $38,868 | $81,476-52.3% | $102,383-62.0% | $80,925-52.0% |
| Participation rate | 95.2% | 66.8%+28.4pp | 74.5%+20.7pp | 67.7%+27.6pp |
| Annual return | 5.96% | 25.59%-19.6pp | 24.94%-19.0pp | 35.65%-29.7pp |
| Employer contribution / active EE | $1,262 | $3,105-59.4% | $3,870-67.4% | $2,756-54.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,723 | $6,717-74.3% | $8,391-79.5% | $6,940-75.2% |