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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 | $28,218 | $72,486-61.1% | $87,103-67.6% | $72,976-61.3% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 15.07% | 24.46%-9.4pp | 28.19%-13.1pp | 81.02%-65.9pp |
| Employer contribution / active EE | $2,237 | $1,894+18.1% | $2,521-11.3% | $2,440-8.3% |
| Participant deferral / active EE | $765 | $3,270-76.6% | $4,049-81.1% | $3,608-78.8% |
| Admin fee / account holder | $3,309 | $5,055-34.5% | $7,491-55.8% | $5,124-35.4% |