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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 | $28,765 | $91,179-68.5% | $178,499-83.9% | $79,852-64.0% |
| Participation rate | 73.7% | 69.2%+4.5pp | 81.9%-8.2pp | 69.6%+4.0pp |
| Annual return | 3.22% | 24.19%-21.0pp | 151.10%-147.9pp | 31.72%-28.5pp |
| Employer contribution / active EE | $1,735 | $3,256-46.7% | $5,011-65.4% | $2,471-29.8% |
| Participant deferral / active EE | $481 | $3,236-85.1% | $5,202-90.7% | $3,740-87.1% |
| Admin fee / account holder | $3,559 | $6,749-47.3% | $13,986-74.6% | $5,306-32.9% |