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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 | $33,267 | $78,423-57.6% | $95,964-65.3% | $79,856-58.3% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 3.96% | 19.37%-15.4pp | 91.64%-87.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $977 | $1,945-49.8% | $2,541-61.6% | $2,471-60.5% |
| Participant deferral / active EE | $1,365 | $3,440-60.3% | $4,167-67.2% | $3,741-63.5% |
| Admin fee / account holder | $1,023 | $5,622-81.8% | $6,797-84.9% | $5,306-80.7% |