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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 | $21,665 | $81,358-73.4% | $155,556-86.1% | $80,959-73.2% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.5pp | 67.7%+29.1pp |
| Annual return | 6.99% | 33.39%-26.4pp | 64.84%-57.8pp | 35.67%-28.7pp |
| Employer contribution / active EE | $1,038 | $3,106-66.6% | $4,675-77.8% | $2,757-62.3% |
| Participant deferral / active EE | $705 | $3,455-79.6% | $5,631-87.5% | $4,300-83.6% |
| Admin fee / account holder | $1,740 | $7,994-78.2% | $15,885-89.0% | $6,925-74.9% |