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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 | $50,665 | $68,880-26.4% | $120,580-58.0% | $80,959-37.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 3.90% | 23.68%-19.8pp | 107.48%-103.6pp | 35.67%-31.8pp |
| Employer contribution / active EE | $1,552 | $2,066-24.9% | $3,469-55.3% | $2,757-43.7% |
| Participant deferral / active EE | $0 | $3,191-100.0% | $4,995-100.0% | $4,300-100.0% |
| Admin fee / account holder | $954 | $5,785-83.5% | $9,418-89.9% | $6,925-86.2% |