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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 | $46,255 | $67,602-31.6% | $82,312-43.8% | $70,126-34.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.24% | 21.57%-12.3pp | 25.88%-16.6pp | 73.15%-63.9pp |
| Employer contribution / active EE | $4,270 | $1,755+143.3% | $2,428+75.9% | $2,343+82.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,269 | $4,512-49.7% | $5,608-59.5% | $4,645-51.2% |