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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 | $42,567 | $71,215-40.2% | $93,696-54.6% | $80,935-47.4% |
| Participation rate | 94.3% | 60.4%+33.9pp | 68.7%+25.6pp | 67.7%+26.7pp |
| Annual return | 8.15% | 11.27%-3.1pp | 133.74%-125.6pp | 35.66%-27.5pp |
| Employer contribution / active EE | $2,830 | $1,565+80.8% | $2,422+16.9% | $2,757+2.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,843 | $6,958+127.7% | $8,287+91.2% | $6,924+128.8% |