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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 | $25,378 | $47,944-47.1% | $67,834-62.6% | $62,881-59.6% |
| Participation rate | 88.1% | 61.1%+27.0pp | 68.8%+19.3pp | 69.3%+18.8pp |
| Annual return | 2.50% | 11.77%-9.3pp | 138.47%-136.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $3,205 | $1,562+105.2% | $2,403+33.3% | $2,281+40.5% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,083 | $3,712-16.9% | $4,622-33.3% | $4,296-28.2% |