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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 | $41,230 | $83,485-50.6% | $125,195-67.1% | $72,976-43.5% |
| Participation rate | 81.4% | 73.3%+8.1pp | 79.8%+1.6pp | 69.5%+11.9pp |
| Annual return | 15.40% | 25.77%-10.4pp | 43.79%-28.4pp | 81.02%-65.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $962 | $3,586-73.2% | $4,937-80.5% | $3,608-73.3% |
| Admin fee / account holder | $414 | $5,518-92.5% | $9,704-95.7% | $5,124-91.9% |