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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 | $40,992 | $59,804-31.5% | $81,982-50.0% | $79,856-48.7% |
| Participation rate | 94.4% | 61.6%+32.8pp | 69.3%+25.2pp | 69.6%+24.8pp |
| Annual return | 9.40% | 17.56%-8.2pp | 41.31%-31.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,310 | $1,713-23.5% | $2,498-47.5% | $2,471-47.0% |
| Participant deferral / active EE | $57 | $2,695-97.9% | $3,722-98.5% | $3,741-98.5% |
| Admin fee / account holder | $1,224 | $4,288-71.4% | $5,665-78.4% | $5,306-76.9% |