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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 | $41,404 | $73,787-43.9% | $98,716-58.1% | $82,448-49.8% |
| Participation rate | 93.5% | 61.4%+32.1pp | 69.3%+24.3pp | 68.1%+25.5pp |
| Annual return | 9.47% | 18.57%-9.1pp | 31.81%-22.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,419 | $1,511+60.1% | $2,279+6.2% | $2,551-5.2% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,729 | $6,500-73.4% | $8,703-80.1% | $7,234-76.1% |