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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 | $25,836 | $51,207-49.5% | $70,565-63.4% | $75,177-65.6% |
| Participation rate | 76.6% | 61.0%+15.6pp | 68.4%+8.2pp | 67.2%+9.4pp |
| Annual return | 11.75% | 30.05%-18.3pp | 32.79%-21.0pp | 160.75%-149.0pp |
| Employer contribution / active EE | $1,753 | $1,826-4.0% | $2,976-41.1% | $2,671-34.4% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,038 | $4,097-25.8% | $6,430-52.7% | $5,651-46.2% |