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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 | $27,373 | $32,425-15.6% | $74,577-63.3% | $55,167-50.4% |
| Participation rate | 96.2% | 54.0%+42.2pp | 68.1%+28.1pp | 69.0%+27.2pp |
| Annual return | 2.03% | 10.63%-8.6pp | 20.47%-18.4pp | 169.23%-167.2pp |
| Employer contribution / active EE | $7,004 | $1,043+571.3% | $2,525+177.4% | $1,963+256.9% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $3,879 | $748+418.3% | $4,138-6.3% | $504+669.9% |