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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 | $43,154 | $71,230-39.4% | $93,727-54.0% | $80,959-46.7% |
| Participation rate | 97.3% | 60.4%+36.9pp | 68.7%+28.6pp | 67.7%+29.6pp |
| Annual return | 8.26% | 11.26%-3.0pp | 133.83%-125.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $3,354 | $1,565+114.2% | $2,421+38.5% | $2,757+21.6% |
| Participant deferral / active EE | $932 | $4,037-76.9% | $4,417-78.9% | $4,300-78.3% |
| Admin fee / account holder | $2,259 | $6,961-67.5% | $8,292-72.8% | $6,925-67.4% |