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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 | $48,545 | $52,580-7.7% | $71,671-32.3% | $70,124-30.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 7.85% | 20.25%-12.4pp | 20.65%-12.8pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,515 | $1,616-6.2% | $2,460-38.4% | $2,342-35.3% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $560 | $3,653-84.7% | $5,558-89.9% | $4,645-87.9% |