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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 | $37,925 | $110,137-65.6% | $161,149-76.5% | $82,637-54.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 8.42% | 20.69%-12.3pp | 21.16%-12.7pp | 53.51%-45.1pp |
| Employer contribution / active EE | $1,754 | $2,856-38.6% | $4,360-59.8% | $2,552-31.3% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,480 | $9,467-73.8% | $15,194-83.7% | $7,339-66.2% |