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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 | $37,070 | $54,541-32.0% | $78,778-52.9% | $70,126-47.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 10.03% | 21.07%-11.0pp | 35.62%-25.6pp | 73.15%-63.1pp |
| Employer contribution / active EE | $4,615 | $1,089+324.0% | $1,986+132.4% | $2,343+97.0% |
| Participant deferral / active EE | $910 | $2,210-58.8% | $2,958-69.2% | $3,332-72.7% |
| Admin fee / account holder | $1,615 | $3,709-56.4% | $5,134-68.5% | $4,645-65.2% |