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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 | $35,662 | $69,590-48.8% | $136,867-73.9% | $94,015-62.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 8.69% | 19.62%-10.9pp | 42.97%-34.3pp | 17.84%-9.2pp |
| Employer contribution / active EE | $1,327 | $2,396-44.6% | $3,547-62.6% | $2,790-52.4% |
| Participant deferral / active EE | $592 | $3,437-82.8% | $4,924-88.0% | $4,249-86.1% |
| Admin fee / account holder | $638 | $8,912-92.8% | $10,340-93.8% | $8,951-92.9% |