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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 | $45,839 | $46,599-1.6% | $64,101-28.5% | $75,173-39.0% |
| Participation rate | 90.9% | 65.9%+25.0pp | 72.3%+18.6pp | 67.2%+23.7pp |
| Annual return | 10.60% | 26.06%-15.5pp | 33.72%-23.1pp | 160.72%-150.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $769 | $2,837-72.9% | $3,881-80.2% | $4,126-81.4% |
| Admin fee / account holder | $3,706 | $2,956+25.4% | $3,070+20.7% | $5,651-34.4% |