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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 | $31,286 | $57,057-45.2% | $85,009-63.2% | $80,874-61.3% |
| Participation rate | 82.0% | 56.4%+25.6pp | 67.5%+14.5pp | 67.6%+14.4pp |
| Annual return | 6.31% | 21.66%-15.4pp | 66.47%-60.2pp | 35.62%-29.3pp |
| Employer contribution / active EE | $3,699 | $1,799+105.6% | $2,728+35.6% | $2,756+34.2% |
| Participant deferral / active EE | $349 | $3,112-88.8% | $4,522-92.3% | $4,297-91.9% |
| Admin fee / account holder | $1,181 | $4,986-76.3% | $6,153-80.8% | $6,935-83.0% |