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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 | $26,472 | $72,492-63.5% | $87,104-69.6% | $72,975-63.7% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 7.35% | 24.46%-17.1pp | 28.19%-20.8pp | 81.01%-73.7pp |
| Employer contribution / active EE | $867 | $1,894-54.2% | $2,521-65.6% | $2,440-64.5% |
| Participant deferral / active EE | $1,035 | $3,270-68.3% | $4,048-74.4% | $3,608-71.3% |
| Admin fee / account holder | $2,283 | $5,055-54.8% | $7,491-69.5% | $5,124-55.4% |