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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 | $45,604 | $60,349-24.4% | $74,184-38.5% | $62,881-27.5% |
| Participation rate | 84.6% | 72.7%+11.9pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 2.24% | 21.38%-19.1pp | 17.74%-15.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $939 | $1,680-44.1% | $2,370-60.4% | $2,281-58.8% |
| Participant deferral / active EE | $799 | $2,856-72.0% | $3,550-77.5% | $3,203-75.0% |
| Admin fee / account holder | $582 | $4,261-86.3% | $5,586-89.6% | $4,296-86.4% |