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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 | $26,317 | $51,194-48.6% | $70,525-62.7% | $75,173-65.0% |
| Participation rate | 98.2% | 60.9%+37.2pp | 68.4%+29.8pp | 67.2%+31.0pp |
| Annual return | 7.89% | 30.03%-22.1pp | 32.76%-24.9pp | 160.65%-152.8pp |
| Employer contribution / active EE | $1,906 | $1,826+4.3% | $2,974-35.9% | $2,670-28.6% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,567-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,264 | $4,092-44.7% | $6,413-64.7% | $5,651-59.9% |