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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 | $46,621 | $91,086-48.8% | $203,872-77.1% | $86,983-46.4% |
| Participation rate | 94.8% | 65.8%+29.0pp | 77.8%+17.0pp | 69.5%+25.3pp |
| Annual return | 11.93% | 22.30%-10.4pp | 85.11%-73.2pp | 25.83%-13.9pp |
| Employer contribution / active EE | $6,466 | $2,063+213.4% | $3,757+72.1% | $2,584+150.2% |
| Participant deferral / active EE | $0 | $4,019-100.0% | $6,388-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,943 | $8,987-45.0% | $11,730-57.9% | $7,856-37.1% |