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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 | $23,062 | $56,894-59.5% | $84,753-72.8% | $62,881-63.3% |
| Participation rate | 81.3% | 68.5%+12.7pp | 76.6%+4.7pp | 69.3%+11.9pp |
| Annual return | -2.04% | 6.30%-8.3pp | 22.78%-24.8pp | 20.14%-22.2pp |
| Employer contribution / active EE | $3,986 | $2,400+66.1% | $3,574+11.5% | $2,281+74.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,162 | $3,581+16.2% | $5,333-22.0% | $4,296-3.1% |