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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 | $32,510 | $54,541-40.4% | $78,778-58.7% | $70,126-53.6% |
| Participation rate | 91.1% | 60.8%+30.3pp | 69.2%+21.9pp | 69.5%+21.6pp |
| Annual return | 10.83% | 21.07%-10.2pp | 35.62%-24.8pp | 73.15%-62.3pp |
| Employer contribution / active EE | $2,527 | $1,089+132.1% | $1,986+27.3% | $2,343+7.9% |
| Participant deferral / active EE | $665 | $2,210-69.9% | $2,958-77.5% | $3,332-80.0% |
| Admin fee / account holder | $22,359 | $3,709+502.9% | $5,134+335.5% | $4,645+381.3% |