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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 | $21,136 | $73,955-71.4% | $96,520-78.1% | $75,181-71.9% |
| Participation rate | 91.1% | 66.4%+24.7pp | 74.3%+16.8pp | 67.2%+23.9pp |
| Annual return | 8.17% | 26.72%-18.6pp | 35.72%-27.6pp | 160.69%-152.5pp |
| Employer contribution / active EE | $2,000 | $2,930-31.7% | $3,739-46.5% | $2,671-25.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,469 | $5,217-14.3% | $6,733-33.6% | $5,650-20.9% |