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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 | $26,230 | $58,627-55.3% | $76,735-65.8% | $82,448-68.2% |
| Participation rate | 72.2% | 63.2%+9.0pp | 69.5%+2.7pp | 68.1%+4.2pp |
| Annual return | 12.85% | 39.10%-26.2pp | 29.77%-16.9pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,593 | $1,729+107.8% | $2,454+46.4% | $2,551+40.9% |
| Participant deferral / active EE | $656 | $3,134-79.1% | $4,088-83.9% | $4,139-84.1% |
| Admin fee / account holder | $2,475 | $5,323-53.5% | $7,189-65.6% | $7,234-65.8% |