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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 | $39,504 | $56,544-30.1% | $75,501-47.7% | $70,124-43.7% |
| Participation rate | 96.7% | 68.1%+28.5pp | 72.4%+24.3pp | 69.5%+27.1pp |
| Annual return | 10.25% | 23.59%-13.3pp | 27.35%-17.1pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,600 | $1,817-11.9% | $2,352-32.0% | $2,342-31.7% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,623 | $3,827+308.3% | $5,801+169.3% | $4,645+236.3% |