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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 | $26,295 | $54,757-52.0% | $90,304-70.9% | $72,975-64.0% |
| Participation rate | 79.1% | 65.2%+13.9pp | 73.3%+5.8pp | 69.5%+9.6pp |
| Annual return | 4.37% | 30.63%-26.3pp | 78.13%-73.8pp | 81.01%-76.6pp |
| Employer contribution / active EE | $2,566 | $2,093+22.6% | $2,855-10.1% | $2,440+5.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $638 | $3,973-83.9% | $5,354-88.1% | $5,124-87.5% |