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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 | $25,345 | $48,078-47.3% | $78,676-67.8% | $62,881-59.7% |
| Participation rate | 92.0% | 65.2%+26.8pp | 73.6%+18.4pp | 69.3%+22.7pp |
| Annual return | -0.15% | 31.36%-31.5pp | 62.19%-62.3pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,567 | $2,015-22.2% | $2,850-45.0% | $2,281-31.3% |
| Participant deferral / active EE | $702 | $2,587-72.9% | $3,517-80.0% | $3,203-78.1% |
| Admin fee / account holder | $4,859 | $3,206+51.6% | $4,510+7.7% | $4,296+13.1% |