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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 | $40,690 | $52,580-22.6% | $71,671-43.2% | $70,126-42.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 9.93% | 20.25%-10.3pp | 20.65%-10.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $1,968 | $1,616+21.8% | $2,460-20.0% | $2,343-16.0% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $690 | $3,653-81.1% | $5,558-87.6% | $4,645-85.1% |