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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 | $33,308 | $76,551-56.5% | $123,894-73.1% | $62,881-47.0% |
| Participation rate | 72.0% | 73.0%-1.0pp | 81.4%-9.4pp | 69.3%+2.7pp |
| Annual return | 2.77% | 18.68%-15.9pp | 47.52%-44.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $605 | $2,882-79.0% | $4,617-86.9% | $2,281-73.5% |
| Participant deferral / active EE | $1,964 | $4,840-59.4% | $5,984-67.2% | $3,203-38.7% |
| Admin fee / account holder | $40,950 | $4,826+748.6% | $8,357+390.0% | $4,296+853.3% |