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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 | $27,841 | $52,580-47.0% | $71,671-61.2% | $70,126-60.3% |
| Participation rate | 86.7% | 60.9%+25.8pp | 68.7%+17.9pp | 69.5%+17.1pp |
| Annual return | 3.48% | 20.25%-16.8pp | 20.65%-17.2pp | 73.15%-69.7pp |
| Employer contribution / active EE | $3,752 | $1,616+132.2% | $2,460+52.5% | $2,343+60.2% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $518 | $3,653-85.8% | $5,558-90.7% | $4,645-88.8% |