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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 | $48,734 | $56,894-14.3% | $84,753-42.5% | $62,881-22.5% |
| Participation rate | 98.6% | 68.5%+30.1pp | 76.6%+22.1pp | 69.3%+29.3pp |
| Annual return | 3.71% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,554 | $2,400-35.2% | $3,574-56.5% | $2,281-31.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,274 | $3,581-8.6% | $5,333-38.6% | $4,296-23.8% |