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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 | $21,955 | $81,457-73.0% | $103,378-78.8% | $80,911-72.9% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 10.04% | 25.58%-15.5pp | 24.91%-14.9pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,018 | $3,107-67.3% | $3,870-73.7% | $2,756-63.1% |
| Participant deferral / active EE | $332 | $3,871-91.4% | $5,058-93.4% | $4,297-92.3% |
| Admin fee / account holder | $2,445 | $6,717-63.6% | $8,401-70.9% | $6,935-64.7% |