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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 | $38,071 | $45,041-15.5% | $63,003-39.6% | $70,131-45.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 2.91% | 18.76%-15.8pp | 87.59%-84.7pp | 73.14%-70.2pp |
| Employer contribution / active EE | $1,892 | $2,052-7.8% | $2,760-31.4% | $2,342-19.2% |
| Participant deferral / active EE | $77 | $2,465-96.9% | $3,329-97.7% | $3,332-97.7% |
| Admin fee / account holder | $2,905 | $2,836+2.4% | $3,600-19.3% | $4,645-37.5% |