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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 | $45,307 | $55,930-19.0% | $76,089-40.5% | $80,925-44.0% |
| Participation rate | 97.3% | 62.1%+35.2pp | 69.1%+28.2pp | 67.7%+29.6pp |
| Annual return | 2.91% | 20.58%-17.7pp | 360.94%-358.0pp | 35.65%-32.7pp |
| Employer contribution / active EE | $2,973 | $1,866+59.3% | $2,690+10.5% | $2,756+7.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,105 | $5,241-78.9% | $6,418-82.8% | $6,940-84.1% |