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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 | $51,094 | $32,037+59.5% | $69,182-26.1% | $62,881-18.7% |
| Participation rate | 96.4% | 43.4%+53.0pp | 55.1%+41.3pp | 69.3%+27.1pp |
| Annual return | 1.80% | 15.16%-13.4pp | -21.93%+23.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $429 | $679-36.9% | $1,206-64.5% | $2,281-81.2% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,537 | $2,608-41.1% | $2,697-43.0% | $4,296-64.2% |