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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 | $29,503 | $39,132-24.6% | $57,196-48.4% | $62,881-53.1% |
| Participation rate | 95.5% | 70.5%+25.0pp | 75.3%+20.1pp | 69.3%+26.1pp |
| Annual return | 0.34% | 9.24%-8.9pp | 14.59%-14.3pp | 20.14%-19.8pp |
| Employer contribution / active EE | $3,478 | $1,874+85.6% | $2,683+29.6% | $2,281+52.5% |
| Participant deferral / active EE | $242 | $2,374-89.8% | $3,096-92.2% | $3,203-92.4% |
| Admin fee / account holder | $1,146 | $2,594-55.8% | $3,141-63.5% | $4,296-73.3% |