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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 | $37,870 | $67,606-44.0% | $82,313-54.0% | $70,131-46.0% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.9%+16.4pp | 69.5%+23.8pp |
| Annual return | -1.53% | 21.57%-23.1pp | 25.88%-27.4pp | 73.14%-74.7pp |
| Employer contribution / active EE | $1,667 | $1,755-5.0% | $2,428-31.4% | $2,342-28.9% |
| Participant deferral / active EE | $326 | $2,987-89.1% | $3,706-91.2% | $3,332-90.2% |
| Admin fee / account holder | $7,617 | $4,512+68.8% | $5,608+35.8% | $4,645+64.0% |