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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 | $57,073-40.3% | $85,126-60.0% | $80,925-57.9% |
| Participation rate | 86.5% | 56.4%+30.1pp | 67.5%+19.0pp | 67.7%+18.8pp |
| Annual return | 9.40% | 21.69%-12.3pp | 66.63%-57.2pp | 35.65%-26.3pp |
| Employer contribution / active EE | $8,410 | $1,801+367.0% | $2,731+207.9% | $2,756+205.1% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,543 | $4,988+71.3% | $6,160+38.7% | $6,940+23.1% |