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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 | $38,868 | $81,504-52.3% | $102,437-62.1% | $80,959-52.0% |
| Participation rate | 95.2% | 66.9%+28.4pp | 74.5%+20.7pp | 67.7%+27.6pp |
| Annual return | 5.96% | 25.60%-19.6pp | 24.95%-19.0pp | 35.67%-29.7pp |
| Employer contribution / active EE | $1,262 | $3,104-59.3% | $3,871-67.4% | $2,757-54.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,723 | $6,719-74.4% | $8,388-79.5% | $6,925-75.1% |