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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 | $33,257 | $76,551-56.6% | $123,894-73.2% | $62,881-47.1% |
| Participation rate | 74.5% | 73.0%+1.5pp | 81.4%-6.9pp | 69.3%+5.2pp |
| Annual return | 4.84% | 18.68%-13.8pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,503 | $4,840-68.9% | $5,984-74.9% | $3,203-53.1% |
| Admin fee / account holder | $7,865 | $4,826+63.0% | $8,357-5.9% | $4,296+83.1% |