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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 | $33,374 | $87,834-62.0% | $133,975-75.1% | $62,881-46.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 2.41% | 12.05%-9.6pp | 29.29%-26.9pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,273 | $3,482-34.7% | $5,211-56.4% | $2,281-0.4% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,880 | $5,372-65.0% | $9,324-79.8% | $4,296-56.2% |