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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 | $41,075 | $69,273-40.7% | $90,796-54.8% | $82,637-50.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 8.39% | 18.37%-10.0pp | 19.29%-10.9pp | 53.51%-45.1pp |
| Employer contribution / active EE | $3,338 | $1,865+79.0% | $2,294+45.5% | $2,552+30.8% |
| Participant deferral / active EE | $0 | $3,047-100.0% | $3,822-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,479 | $5,511+53.9% | $7,024+20.7% | $7,339+15.5% |