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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 | $34,081 | $57,140-40.4% | $85,240-60.0% | $80,959-57.9% |
| Participation rate | 86.5% | 56.4%+30.1pp | 67.5%+19.0pp | 67.7%+18.8pp |
| Annual return | 9.40% | 21.71%-12.3pp | 66.75%-57.4pp | 35.67%-26.3pp |
| Employer contribution / active EE | $8,410 | $1,802+366.7% | $2,735+207.5% | $2,757+205.0% |
| Participant deferral / active EE | $0 | $3,115-100.0% | $4,527-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,543 | $4,992+71.1% | $6,165+38.6% | $6,925+23.4% |