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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 | $37,846 | $58,851-35.7% | $115,170-67.1% | $72,975-48.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 4.41% | 23.16%-18.8pp | 35.60%-31.2pp | 81.01%-76.6pp |
| Employer contribution / active EE | $2,439 | $1,798+35.7% | $3,179-23.3% | $2,4400% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,222 | $6,370-80.8% | $7,089-82.8% | $5,124-76.1% |