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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 | $34,616 | $76,371-54.7% | $93,621-63.0% | $72,975-52.6% |
| Participation rate | 85.7% | 71.8%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | 2.80% | 25.82%-23.0pp | 32.76%-30.0pp | 81.01%-78.2pp |
| Employer contribution / active EE | $1,670 | $2,276-26.6% | $2,719-38.6% | $2,440-31.6% |
| Participant deferral / active EE | $431 | $3,538-87.8% | $4,070-89.4% | $3,608-88.0% |
| Admin fee / account holder | $4,192 | $6,839-38.7% | $7,890-46.9% | $5,124-18.2% |