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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 | $45,887 | $108,825-57.8% | $156,181-70.6% | $82,448-44.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 5.13% | 20.59%-15.5pp | 64.87%-59.7pp | 41.64%-36.5pp |
| Employer contribution / active EE | $1,724 | $2,870-39.9% | $4,294-59.9% | $2,551-32.4% |
| Participant deferral / active EE | $1,855 | $4,577-59.5% | $6,132-69.7% | $4,139-55.2% |
| Admin fee / account holder | $30,853 | $9,341+230.3% | $14,586+111.5% | $7,234+326.5% |