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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 | $19,679 | $54,763-64.1% | $90,324-78.2% | $72,976-73.0% |
| Participation rate | 80.8% | 65.2%+15.6pp | 73.3%+7.5pp | 69.5%+11.3pp |
| Annual return | 0.02% | 30.63%-30.6pp | 78.15%-78.1pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,552 | $2,093-25.9% | $2,856-45.7% | $2,440-36.4% |
| Participant deferral / active EE | $788 | $2,887-72.7% | $3,885-79.7% | $3,608-78.2% |
| Admin fee / account holder | $1,082 | $3,973-72.8% | $5,356-79.8% | $5,124-78.9% |