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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 | $39,755 | $96,558-58.8% | $80,977-50.9% | $273,972-85.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.63% | 15.14%-14.5pp | 17.11%-16.5pp | 41.46%-40.8pp |
| Employer contribution / active EE | $1,320 | $4,869-72.9% | $3,715-64.5% | $4,869-72.9% |
| Participant deferral / active EE | $1,538 | $6,598-76.7% | $5,696-73.0% | $5,287-70.9% |
| Admin fee / account holder | $1,930 | $7,493-74.2% | $5,517-65.0% | $10,133-81.0% |