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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 | $47,504 | $99,345-52.2% | $84,753-44.0% | $273,972-82.7% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 2.07% | 22.93%-20.9pp | 22.78%-20.7pp | 41.46%-39.4pp |
| Employer contribution / active EE | $1,431 | $4,214-66.0% | $3,574-60.0% | $4,869-70.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,864 | $6,645-71.9% | $5,333-65.0% | $10,133-81.6% |