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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 | $49,943 | $81,487-38.7% | $102,412-51.2% | $80,935-38.3% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.7%+30.0pp |
| Annual return | 6.77% | 25.60%-18.8pp | 24.94%-18.2pp | 35.66%-28.9pp |
| Employer contribution / active EE | $3,889 | $3,103+25.3% | $3,870+0.5% | $2,757+41.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,085 | $6,717-24.3% | $8,388-39.4% | $6,924-26.6% |