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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 | $44,808 | $78,670-43.0% | $109,173-59.0% | $85,847-47.8% |
| Participation rate | 97.0% | 68.3%+28.7pp | 75.9%+21.1pp | 69.3%+27.7pp |
| Annual return | 6.67% | 25.09%-18.4pp | 25.75%-19.1pp | 318.61%-311.9pp |
| Employer contribution / active EE | $2,239 | $2,734-18.1% | $3,723-39.9% | $2,565-12.7% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,653 | $5,469-51.5% | $6,755-60.7% | $6,261-57.6% |