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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 | $45,606 | $55,889-18.4% | $76,119-40.1% | $80,935-43.7% |
| Participation rate | 96.2% | 62.1%+34.1pp | 69.1%+27.1pp | 67.7%+28.5pp |
| Annual return | 6.98% | 20.58%-13.6pp | 361.25%-354.3pp | 35.66%-28.7pp |
| Employer contribution / active EE | $3,033 | $1,866+62.6% | $2,693+12.7% | $2,757+10.0% |
| Participant deferral / active EE | $416 | $3,051-86.4% | $4,259-90.2% | $4,299-90.3% |
| Admin fee / account holder | $2,437 | $5,241-53.5% | $6,421-62.0% | $6,924-64.8% |