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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 | $20,048 | $65,367-69.3% | $92,915-78.4% | $72,976-72.5% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 2.61% | 42.11%-39.5pp | 109.45%-106.8pp | 81.02%-78.4pp |
| Employer contribution / active EE | $4,110 | $2,594+58.5% | $3,653+12.5% | $2,440+68.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,368 | $4,251-44.3% | $5,796-59.1% | $5,124-53.8% |