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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 | $36,076 | $106,524-66.1% | $152,301-76.3% | $87,485-58.8% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.4%+15.1pp | 68.9%+28.6pp |
| Annual return | 10.94% | 26.89%-15.9pp | 80.50%-69.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $4,196 | $3,371+24.5% | $4,624-9.3% | $2,596+61.6% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $949 | $8,287-88.5% | $14,398-93.4% | $7,775-87.8% |