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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 | $21,505 | $55,684-61.4% | $75,900-71.7% | $72,976-70.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 2.90% | 27.60%-24.7pp | 30.73%-27.8pp | 81.02%-78.1pp |
| Employer contribution / active EE | $1,341 | $1,687-20.5% | $2,501-46.4% | $2,440-45.0% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,231 | $3,981-44.0% | $5,421-58.9% | $5,124-56.5% |