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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 | $33,062 | $72,177-54.2% | $115,037-71.3% | $59,632-44.6% |
| Participation rate | 83.8% | 72.6%+11.2pp | 81.4%+2.4pp | 68.7%+15.1pp |
| Annual return | -2.73% | 12.02%-14.7pp | 26.14%-28.9pp | 2041.32%-2044.0pp |
| Employer contribution / active EE | $3,778 | $2,841+33.0% | $4,608-18.0% | $2,203+71.5% |
| Participant deferral / active EE | $1,959 | $4,783-59.0% | $6,026-67.5% | $3,192-38.6% |
| Admin fee / account holder | $1,843 | $4,927-62.6% | $8,175-77.5% | $4,297-57.1% |