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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 | $22,953 | $76,407-70.0% | $150,298-84.7% | $82,448-72.2% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 7.09% | 39.99%-32.9pp | 62.79%-55.7pp | 41.64%-34.5pp |
| Employer contribution / active EE | $2,964 | $2,614+13.4% | $4,154-28.6% | $2,551+16.2% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $907 | $6,352-85.7% | $14,116-93.6% | $7,234-87.5% |