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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 | $22,949 | $46,599-50.8% | $64,101-64.2% | $75,173-69.5% |
| Participation rate | 92.3% | 65.9%+26.4pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 8.71% | 26.06%-17.3pp | 33.72%-25.0pp | 160.72%-152.0pp |
| Employer contribution / active EE | $1,000 | $1,975-49.4% | $2,749-63.6% | $2,671-62.6% |
| Participant deferral / active EE | $667 | $2,837-76.5% | $3,881-82.8% | $4,126-83.8% |
| Admin fee / account holder | $408 | $2,956-86.2% | $3,070-86.7% | $5,651-92.8% |