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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 | $41,964 | $54,541-23.1% | $78,778-46.7% | $70,126-40.2% |
| Participation rate | 98.4% | 60.8%+37.6pp | 69.2%+29.2pp | 69.5%+28.8pp |
| Annual return | 11.81% | 21.07%-9.3pp | 35.62%-23.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,525 | $1,089+40.1% | $1,986-23.2% | $2,343-34.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $781 | $3,709-78.9% | $5,134-84.8% | $4,645-83.2% |