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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 | $51,207-48.6% | $70,565-62.7% | $75,177-65.0% |
| Participation rate | 98.2% | 61.0%+37.2pp | 68.4%+29.8pp | 67.2%+31.0pp |
| Annual return | 7.89% | 30.05%-22.2pp | 32.79%-24.9pp | 160.75%-152.9pp |
| Employer contribution / active EE | $1,906 | $1,826+4.3% | $2,976-36.0% | $2,671-28.7% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,264 | $4,097-44.7% | $6,430-64.8% | $5,651-59.9% |