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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 | $19,292 | $56,894-66.1% | $84,753-77.2% | $62,881-69.3% |
| Participation rate | 82.2% | 68.5%+13.7pp | 76.6%+5.6pp | 69.3%+12.9pp |
| Annual return | 3.16% | 6.30%-3.1pp | 22.78%-19.6pp | 20.14%-17.0pp |
| Employer contribution / active EE | $7,491 | $2,400+212.2% | $3,574+109.6% | $2,281+228.4% |
| Participant deferral / active EE | $150 | $2,709-94.5% | $3,712-96.0% | $3,203-95.3% |
| Admin fee / account holder | $4,838 | $3,581+35.1% | $5,333-9.3% | $4,296+12.6% |