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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 | $22,436 | $56,054-60.0% | $171,082-86.9% | $62,881-64.3% |
| Participation rate | 88.0% | 62.9%+25.1pp | 76.7%+11.3pp | 69.3%+18.7pp |
| Annual return | 5.23% | 22.52%-17.3pp | 32.56%-27.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,506 | $1,731-13.0% | $4,002-62.4% | $2,281-34.0% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $481 | $3,647-86.8% | $8,520-94.3% | $4,296-88.8% |