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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 | $28,727 | $81,233-64.6% | $155,567-81.5% | $80,874-64.5% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 2.13% | 33.33%-31.2pp | 64.74%-62.6pp | 35.62%-33.5pp |
| Employer contribution / active EE | $1,967 | $3,101-36.6% | $4,674-57.9% | $2,756-28.6% |
| Participant deferral / active EE | $870 | $3,452-74.8% | $5,628-84.5% | $4,297-79.8% |
| Admin fee / account holder | $8,839 | $7,998+10.5% | $15,916-44.5% | $6,935+27.5% |