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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 | $40,719 | $51,222-20.5% | $70,544-42.3% | $75,173-45.8% |
| Participation rate | 97.5% | 61.0%+36.5pp | 68.4%+29.1pp | 67.2%+30.3pp |
| Annual return | 1.90% | 30.06%-28.2pp | 32.79%-30.9pp | 160.72%-158.8pp |
| Employer contribution / active EE | $3,150 | $1,827+72.4% | $2,976+5.9% | $2,671+17.9% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $984 | $4,096-76.0% | $6,427-84.7% | $5,651-82.6% |