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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 | $34,849 | $62,592-44.3% | $85,709-59.3% | $85,847-59.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 10.19% | 23.77%-13.6pp | 21.49%-11.3pp | 318.61%-308.4pp |
| Employer contribution / active EE | $1,512 | $1,755-13.9% | $2,619-42.2% | $2,565-41.1% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,538 | $4,643-2.3% | $6,876-34.0% | $6,261-27.5% |