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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 | $29,659 | $56,894-47.9% | $84,753-65.0% | $62,881-52.8% |
| Participation rate | 95.3% | 68.5%+26.8pp | 76.6%+18.7pp | 69.3%+26.0pp |
| Annual return | -1.41% | 6.30%-7.7pp | 22.78%-24.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $2,422 | $2,400+0.9% | $3,574-32.2% | $2,281+6.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,975 | $3,581-16.9% | $5,333-44.2% | $4,296-30.8% |