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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 | $28,492 | $73,978-61.5% | $96,515-70.5% | $75,173-62.1% |
| Participation rate | 78.0% | 66.4%+11.6pp | 74.3%+3.7pp | 67.2%+10.8pp |
| Annual return | 12.38% | 26.72%-14.3pp | 35.73%-23.4pp | 160.72%-148.3pp |
| Employer contribution / active EE | $2,000 | $2,931-31.7% | $3,740-46.5% | $2,671-25.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,910 | $5,219-25.1% | $6,735-41.9% | $5,651-30.8% |