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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 | $33,643 | $78,690-57.2% | $161,489-79.2% | $87,485-61.5% |
| Participation rate | 96.6% | 67.5%+29.2pp | 78.7%+17.9pp | 68.9%+27.7pp |
| Annual return | 11.72% | 32.74%-21.0pp | 89.72%-78.0pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,685 | $2,588-34.9% | $4,268-60.5% | $2,596-35.1% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,715 | $6,724-29.9% | $16,006-70.5% | $7,775-39.4% |