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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 | $39,932 | $64,359-38.0% | $90,161-55.7% | $70,124-43.1% |
| Participation rate | 90.4% | 70.4%+20.0pp | 76.9%+13.5pp | 69.5%+20.8pp |
| Annual return | 10.41% | 28.13%-17.7pp | 34.89%-24.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $708 | $2,046-65.4% | $3,318-78.7% | $2,342-69.8% |
| Participant deferral / active EE | $3 | $4,389-99.9% | $5,287-99.9% | $3,332-99.9% |
| Admin fee / account holder | $2,267 | $3,945-42.5% | $5,943-61.9% | $4,645-51.2% |