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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 | $31,358 | $63,809-50.9% | $81,353-61.5% | $80,935-61.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 5.13% | 16.37%-11.2pp | 24.82%-19.7pp | 35.66%-30.5pp |
| Employer contribution / active EE | $1,938 | $1,981-2.1% | $2,464-21.3% | $2,757-29.7% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,080 | $5,686-81.0% | $5,766-81.3% | $6,924-84.4% |