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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 | $81,358-64.7% | $155,556-81.5% | $80,959-64.5% |
| Participation rate | 85.2% | 66.3%+18.9pp | 78.2%+7.0pp | 67.7%+17.5pp |
| Annual return | 2.13% | 33.39%-31.3pp | 64.84%-62.7pp | 35.67%-33.5pp |
| Employer contribution / active EE | $1,967 | $3,106-36.7% | $4,675-57.9% | $2,757-28.6% |
| Participant deferral / active EE | $870 | $3,455-74.8% | $5,631-84.6% | $4,300-79.8% |
| Admin fee / account holder | $8,839 | $7,994+10.6% | $15,885-44.4% | $6,925+27.6% |