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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 | $27,348 | $80,983-66.2% | $96,544-71.7% | $75,177-63.6% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 8.59% | 27.05%-18.5pp | 25.88%-17.3pp | 160.75%-152.2pp |
| Employer contribution / active EE | $2,250 | $2,282-1.4% | $2,966-24.1% | $2,671-15.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,041 | $6,717-69.6% | $8,254-75.3% | $5,651-63.9% |