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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 | $55,728 | $67,602-17.6% | $82,312-32.3% | $70,126-20.5% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 8.06% | 21.57%-13.5pp | 25.88%-17.8pp | 73.15%-65.1pp |
| Employer contribution / active EE | $3,000 | $1,755+70.9% | $2,428+23.5% | $2,343+28.1% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,257 | $4,512-72.1% | $5,608-77.6% | $4,645-72.9% |