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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 | $40,546 | $86,938-53.4% | $102,423-60.4% | $80,925-49.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.16% | 18.89%-8.7pp | 29.42%-19.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,755 | $4,120-57.4% | $5,054-65.3% | $4,299-59.2% |
| Admin fee / account holder | $10,873 | $8,053+35.0% | $9,455+15.0% | $6,940+56.7% |