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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 | $42,202 | $181,896-76.8% | $156,551-73.0% | $273,972-84.6% |
| Participation rate | 70.8% | 88.4%-17.6pp | 84.0%-13.2pp | 83.0%-12.2pp |
| Annual return | 0.05% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $3,606 | $6,248-42.3% | $5,501-34.5% | $4,869-25.9% |
| Participant deferral / active EE | $553 | $5,550-90.0% | $4,871-88.6% | $5,287-89.5% |
| Admin fee / account holder | $2,388 | $15,560-84.7% | $13,028-81.7% | $10,133-76.4% |