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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 | $35,065 | $51,222-31.5% | $70,544-50.3% | $75,173-53.4% |
| Participation rate | 75.0% | 61.0%+14.0pp | 68.4%+6.6pp | 67.2%+7.8pp |
| Annual return | 5.26% | 30.06%-24.8pp | 32.79%-27.5pp | 160.72%-155.5pp |
| Employer contribution / active EE | $2,778 | $1,827+52.1% | $2,976-6.7% | $2,671+4.0% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $571 | $4,096-86.0% | $6,427-91.1% | $5,651-89.9% |