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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 | $57,061-40.3% | $85,063-59.9% | $80,911-57.9% |
| Participation rate | 86.5% | 56.3%+30.1pp | 67.5%+19.0pp | 67.6%+18.8pp |
| Annual return | 9.40% | 21.66%-12.3pp | 66.54%-57.1pp | 35.63%-26.2pp |
| Employer contribution / active EE | $8,410 | $1,799+367.5% | $2,727+208.4% | $2,756+205.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,523-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,543 | $4,986+71.3% | $6,155+38.8% | $6,935+23.2% |