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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 | $43,664 | $64,359-32.2% | $90,161-51.6% | $70,126-37.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.84% | 28.13%-20.3pp | 34.89%-27.0pp | 73.15%-65.3pp |
| Employer contribution / active EE | $2,391 | $2,046+16.9% | $3,318-27.9% | $2,343+2.1% |
| Participant deferral / active EE | $1,452 | $4,389-66.9% | $5,287-72.5% | $3,332-56.4% |
| Admin fee / account holder | $1,351 | $3,945-65.8% | $5,943-77.3% | $4,645-70.9% |