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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 | $33,181 | $60,349-45.0% | $74,184-55.3% | $62,881-47.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.22% | 21.38%-19.2pp | 17.74%-15.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $4,014 | $1,680+138.9% | $2,370+69.3% | $2,281+76.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,482 | $4,261+5.2% | $5,586-19.8% | $4,296+4.3% |