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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 | $47,163 | $45,043+4.7% | $63,005-25.1% | $70,124-32.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.21% | 18.76%-7.5pp | 87.59%-76.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,831 | $2,052-10.8% | $2,760-33.6% | $2,342-21.8% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,065 | $2,833-27.1% | $3,599-42.6% | $4,645-55.5% |