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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 | $17,684 | $54,757-67.7% | $90,300-80.4% | $72,983-75.8% |
| Participation rate | 84.8% | 65.1%+19.7pp | 73.3%+11.6pp | 69.5%+15.4pp |
| Annual return | 2.78% | 30.63%-27.9pp | 78.11%-75.3pp | 81.01%-78.2pp |
| Employer contribution / active EE | $1,800 | $2,092-14.0% | $2,854-36.9% | $2,440-26.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,028 | $3,972+77.0% | $5,353+31.3% | $5,124+37.2% |