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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 | $18,723 | $52,580-64.4% | $71,671-73.9% | $70,126-73.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.64% | 20.25%-8.6pp | 20.65%-9.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,138 | $1,616-29.6% | $2,460-53.7% | $2,343-51.4% |
| Participant deferral / active EE | $327 | $2,386-86.3% | $3,438-90.5% | $3,332-90.2% |
| Admin fee / account holder | $3,935 | $3,653+7.7% | $5,558-29.2% | $4,645-15.3% |