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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 | $32,812 | $76,407-57.1% | $150,298-78.2% | $82,448-60.2% |
| Participation rate | 92.3% | 66.4%+25.9pp | 77.8%+14.5pp | 68.1%+24.2pp |
| Annual return | 13.01% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,728 | $2,614+42.6% | $4,154-10.3% | $2,551+46.2% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $352 | $6,352-94.5% | $14,116-97.5% | $7,234-95.1% |