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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 | $20,038 | $37,446-46.5% | $77,513-74.1% | $79,852-74.9% |
| Participation rate | 95.0% | 41.5%+53.5pp | 54.2%+40.8pp | 69.6%+25.4pp |
| Annual return | 8.90% | 39.76%-30.9pp | 54.81%-45.9pp | 31.72%-22.8pp |
| Employer contribution / active EE | $1,514 | $637+137.5% | $987+53.4% | $2,471-38.7% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,759 | $2,506-29.8% | $2,859-38.5% | $5,306-66.9% |