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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 | $39,978 | $45,041-11.2% | $63,003-36.5% | $70,131-43.0% |
| Participation rate | 97.1% | 69.5%+27.5pp | 74.8%+22.2pp | 69.5%+27.5pp |
| Annual return | 10.67% | 18.76%-8.1pp | 87.59%-76.9pp | 73.14%-62.5pp |
| Employer contribution / active EE | $748 | $2,052-63.5% | $2,760-72.9% | $2,342-68.1% |
| Participant deferral / active EE | $405 | $2,465-83.6% | $3,329-87.8% | $3,332-87.9% |
| Admin fee / account holder | $2,445 | $2,836-13.8% | $3,600-32.1% | $4,645-47.4% |