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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 | $50,694 | $37,156+36.4% | $83,854-39.5% | $86,983-41.7% |
| Participation rate | 100.0% | 49.1%+50.9pp | 59.1%+40.9pp | 69.5%+30.5pp |
| Annual return | 10.71% | 29.88%-19.2pp | 31.39%-20.7pp | 25.83%-15.1pp |
| Employer contribution / active EE | $770 | $661+16.5% | $1,017-24.3% | $2,584-70.2% |
| Participant deferral / active EE | $0 | $1,418-100.0% | $2,035-100.0% | $4,194-100.0% |
| Admin fee / account holder | $362 | $2,510-85.6% | $3,197-88.7% | $7,856-95.4% |