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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 | $68,586-26.1% | $120,380-57.9% | $80,911-37.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 3.90% | 23.62%-19.7pp | 107.28%-103.4pp | 35.63%-31.7pp |
| Employer contribution / active EE | $1,552 | $2,053-24.4% | $3,465-55.2% | $2,756-43.7% |
| Participant deferral / active EE | $0 | $3,174-100.0% | $4,992-100.0% | $4,297-100.0% |
| Admin fee / account holder | $954 | $5,733-83.4% | $9,421-89.9% | $6,935-86.2% |