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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 | $31,740 | $135,956-76.7% | $123,894-74.4% | $273,972-88.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 2.32% | 56.63%-54.3pp | 47.52%-45.2pp | 41.46%-39.1pp |
| Employer contribution / active EE | $2,991 | $5,170-42.2% | $4,617-35.2% | $4,869-38.6% |
| Participant deferral / active EE | $1,173 | $6,343-81.5% | $5,984-80.4% | $5,287-77.8% |
| Admin fee / account holder | $14,801 | $9,817+50.8% | $8,357+77.1% | $10,133+46.1% |