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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 | $28,062 | $55,889-49.8% | $76,119-63.1% | $80,935-65.3% |
| Participation rate | 98.8% | 62.1%+36.7pp | 69.1%+29.7pp | 67.7%+31.1pp |
| Annual return | 7.98% | 20.58%-12.6pp | 361.25%-353.3pp | 35.66%-27.7pp |
| Employer contribution / active EE | $2,095 | $1,866+12.3% | $2,693-22.2% | $2,757-24.0% |
| Participant deferral / active EE | $462 | $3,051-84.9% | $4,259-89.2% | $4,299-89.3% |
| Admin fee / account holder | $1,641 | $5,241-68.7% | $6,421-74.4% | $6,924-76.3% |