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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 | $35,367 | $58,627-39.7% | $76,735-53.9% | $82,448-57.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 13.07% | 39.10%-26.0pp | 29.77%-16.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,684 | $1,729-2.6% | $2,454-31.4% | $2,551-34.0% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,267 | $5,323-76.2% | $7,189-82.4% | $7,234-82.5% |