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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 | $27,930 | $72,486-61.5% | $87,103-67.9% | $72,976-61.7% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 11.48% | 24.46%-13.0pp | 28.19%-16.7pp | 81.02%-69.5pp |
| Employer contribution / active EE | $1,039 | $1,894-45.1% | $2,521-58.8% | $2,440-57.4% |
| Participant deferral / active EE | $1,441 | $3,270-55.9% | $4,049-64.4% | $3,608-60.1% |
| Admin fee / account holder | $1,223 | $5,055-75.8% | $7,491-83.7% | $5,124-76.1% |