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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 | $31,715 | $67,606-53.1% | $82,313-61.5% | $70,124-54.8% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.9%+7.0pp | 69.5%+14.3pp |
| Annual return | 8.94% | 21.57%-12.6pp | 25.88%-16.9pp | 73.14%-64.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $911 | $2,987-69.5% | $3,706-75.4% | $3,332-72.7% |
| Admin fee / account holder | $1,335 | $4,512-70.4% | $5,608-76.2% | $4,645-71.3% |