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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 | $39,243 | $67,602-41.9% | $82,312-52.3% | $70,126-44.0% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.9%-6.3pp | 69.5%+1.0pp |
| Annual return | 11.51% | 21.57%-10.1pp | 25.88%-14.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,025 | $2,987-65.7% | $3,706-72.4% | $3,332-69.2% |
| Admin fee / account holder | $594 | $4,512-86.8% | $5,608-89.4% | $4,645-87.2% |