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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 | $32,856 | $48,364-32.1% | $71,796-54.2% | $62,881-47.7% |
| Participation rate | 96.3% | 60.6%+35.7pp | 69.1%+27.2pp | 69.3%+27.0pp |
| Annual return | 3.78% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,467 | $1,042+40.8% | $1,924-23.8% | $2,281-35.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,475 | $3,771-34.4% | $4,815-48.6% | $4,296-42.4% |