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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 | $35,566 | $35,183+1.1% | $73,550-51.6% | $70,126-49.3% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 11.87% | 26.90%-15.0pp | -15.16%+27.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $943 | $709+33.1% | $1,219-22.6% | $2,343-59.7% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,493 | $2,302-35.2% | $2,320-35.7% | $4,645-67.9% |