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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 | $21,405 | $59,804-64.2% | $81,982-73.9% | $79,856-73.2% |
| Participation rate | 96.6% | 61.6%+34.9pp | 69.3%+27.3pp | 69.6%+26.9pp |
| Annual return | 4.75% | 17.56%-12.8pp | 41.31%-36.6pp | 31.71%-27.0pp |
| Employer contribution / active EE | $1,662 | $1,713-3.0% | $2,498-33.5% | $2,471-32.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $916 | $4,288-78.6% | $5,665-83.8% | $5,306-82.7% |