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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 | $29,712 | $81,262-63.4% | $155,602-80.9% | $80,911-63.3% |
| Participation rate | 82.4% | 66.2%+16.1pp | 78.2%+4.1pp | 67.6%+14.7pp |
| Annual return | 3.93% | 33.34%-29.4pp | 64.81%-60.9pp | 35.63%-31.7pp |
| Employer contribution / active EE | $1,767 | $3,102-43.0% | $4,675-62.2% | $2,756-35.9% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,728 | $7,992-65.9% | $15,923-82.9% | $6,935-60.7% |