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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 | $40,824 | $87,834-53.5% | $133,975-69.5% | $62,881-35.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 2.04% | 12.05%-10.0pp | 29.29%-27.3pp | 20.14%-18.1pp |
| Employer contribution / active EE | $4,443 | $3,482+27.6% | $5,211-14.7% | $2,281+94.8% |
| Participant deferral / active EE | $1,097 | $4,812-77.2% | $6,282-82.5% | $3,203-65.7% |
| Admin fee / account holder | $1,562 | $5,372-70.9% | $9,324-83.2% | $4,296-63.6% |