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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 | $42,229 | $91,559-53.9% | $133,959-68.5% | $79,858-47.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 8.55% | 61.85%-53.3pp | 45.09%-36.5pp | 31.72%-23.2pp |
| Employer contribution / active EE | $2,381 | $2,384-0.1% | $3,919-39.2% | $2,471-3.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,454 | $6,321-77.0% | $8,928-83.7% | $5,306-72.6% |