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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 | $29,457 | $81,476-63.8% | $102,383-71.2% | $80,925-63.6% |
| Participation rate | 77.6% | 66.8%+10.7pp | 74.5%+3.0pp | 67.7%+9.9pp |
| Annual return | 7.63% | 25.59%-18.0pp | 24.94%-17.3pp | 35.65%-28.0pp |
| Employer contribution / active EE | $1,725 | $3,105-44.4% | $3,870-55.4% | $2,756-37.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,411 | $6,717-64.1% | $8,391-71.3% | $6,940-65.3% |