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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 | $42,968 | $72,273-40.5% | $101,275-57.6% | $79,856-46.2% |
| Participation rate | 95.8% | 68.5%+27.3pp | 75.8%+20.0pp | 69.6%+26.1pp |
| Annual return | 5.65% | 22.30%-16.6pp | 46.48%-40.8pp | 31.71%-26.1pp |
| Employer contribution / active EE | $7,746 | $2,691+187.8% | $3,660+111.6% | $2,471+213.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,335 | $4,401-47.0% | $5,948-60.7% | $5,306-56.0% |