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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 | $33,445 | $76,551-56.3% | $123,894-73.0% | $62,881-46.8% |
| Participation rate | 90.9% | 73.0%+17.9pp | 81.4%+9.5pp | 69.3%+21.6pp |
| Annual return | 3.50% | 18.68%-15.2pp | 47.52%-44.0pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,830 | $2,882-36.5% | $4,617-60.4% | $2,281-19.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $563 | $4,826-88.3% | $8,357-93.3% | $4,296-86.9% |