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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 | $32,769 | $55,684-41.2% | $75,900-56.8% | $72,976-55.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 15.47% | 27.60%-12.1pp | 30.73%-15.3pp | 81.02%-65.5pp |
| Employer contribution / active EE | $1,847 | $1,687+9.5% | $2,501-26.1% | $2,440-24.3% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $716 | $3,981-82.0% | $5,421-86.8% | $5,124-86.0% |