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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 | $21,456 | $72,273-70.3% | $101,275-78.8% | $79,856-73.1% |
| Participation rate | 77.4% | 68.5%+8.9pp | 75.8%+1.6pp | 69.6%+7.7pp |
| Annual return | 10.10% | 22.30%-12.2pp | 46.48%-36.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,620 | $2,691-39.8% | $3,660-55.7% | $2,471-34.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,315 | $4,401-24.7% | $5,948-44.3% | $5,306-37.5% |