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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 | $45,954 | $72,273-36.4% | $101,275-54.6% | $79,856-42.5% |
| Participation rate | 92.1% | 68.5%+23.6pp | 75.8%+16.3pp | 69.6%+22.4pp |
| Annual return | 10.33% | 22.30%-12.0pp | 46.48%-36.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $5,886 | $2,691+118.7% | $3,660+60.8% | $2,471+138.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,763 | $4,401-14.5% | $5,948-36.7% | $5,306-29.1% |