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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 | $27,149 | $58,099-53.3% | $76,902-64.7% | $75,177-63.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 4.29% | 26.71%-22.4pp | 37.91%-33.6pp | 160.75%-156.5pp |
| Employer contribution / active EE | $1,853 | $1,996-7.1% | $2,534-26.9% | $2,671-30.6% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,496 | $4,778-26.8% | $5,479-36.2% | $5,651-38.1% |