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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 | $39,432 | $91,179-56.8% | $178,499-77.9% | $79,852-50.6% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.3pp |
| Annual return | 4.38% | 24.19%-19.8pp | 151.10%-146.7pp | 31.72%-27.3pp |
| Employer contribution / active EE | $2,081 | $3,256-36.1% | $5,011-58.5% | $2,471-15.8% |
| Participant deferral / active EE | $828 | $3,236-74.4% | $5,202-84.1% | $3,740-77.9% |
| Admin fee / account holder | $1,745 | $6,749-74.1% | $13,986-87.5% | $5,306-67.1% |