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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 | $36,034 | $59,123-39.1% | $77,183-53.3% | $75,181-52.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 8.12% | 26.72%-18.6pp | 37.89%-29.8pp | 160.69%-152.6pp |
| Employer contribution / active EE | $2,326 | $1,996+16.5% | $2,534-8.2% | $2,671-12.9% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,398 | $4,776-28.9% | $5,475-37.9% | $5,650-39.9% |