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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 | $40,595 | $100,194-59.5% | $122,979-67.0% | $86,983-53.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 10.32% | 16.47%-6.2pp | 20.12%-9.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $4,412 | $2,326+89.7% | $3,062+44.1% | $2,584+70.7% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,479 | $10,148-55.9% | $12,864-65.2% | $7,856-43.0% |