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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 | $39,047 | $63,845-38.8% | $81,370-52.0% | $80,959-51.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 6.79% | 16.37%-9.6pp | 24.85%-18.1pp | 35.67%-28.9pp |
| Employer contribution / active EE | $2,410 | $1,980+21.7% | $2,464-2.2% | $2,757-12.6% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,239 | $5,688-60.6% | $5,749-61.0% | $6,925-67.7% |