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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 | $33,564 | $65,361-48.6% | $92,903-63.9% | $72,983-54.0% |
| Participation rate | 84.8% | 68.3%+16.5pp | 76.0%+8.8pp | 69.5%+15.3pp |
| Annual return | 15.58% | 42.11%-26.5pp | 109.43%-93.8pp | 81.01%-65.4pp |
| Employer contribution / active EE | $2,557 | $2,594-1.4% | $3,653-30.0% | $2,440+4.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,350 | $4,251-21.2% | $5,795-42.2% | $5,124-34.6% |