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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 | $33,479 | $72,486-53.8% | $87,103-61.6% | $72,976-54.1% |
| Participation rate | 86.9% | 72.8%+14.1pp | 76.9%+10.0pp | 69.5%+17.4pp |
| Annual return | 14.75% | 24.46%-9.7pp | 28.19%-13.4pp | 81.02%-66.3pp |
| Employer contribution / active EE | $528 | $1,894-72.1% | $2,521-79.1% | $2,440-78.4% |
| Participant deferral / active EE | $1,412 | $3,270-56.8% | $4,049-65.1% | $3,608-60.9% |
| Admin fee / account holder | $2,212 | $5,055-56.2% | $7,491-70.5% | $5,124-56.8% |