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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 | $43,800 | $91,559-52.2% | $133,978-67.3% | $79,856-45.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.26% | 61.85%-53.6pp | 45.10%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $2,402 | $2,384+0.8% | $3,919-38.7% | $2,471-2.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,533 | $6,321-28.3% | $8,930-49.2% | $5,306-14.6% |