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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 | $54,456 | $81,403-33.1% | $147,027-63.0% | $87,485-37.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 5.43% | 16.51%-11.1pp | 20.23%-14.8pp | 26.06%-20.6pp |
| Employer contribution / active EE | $1,731 | $2,205-21.5% | $3,626-52.3% | $2,596-33.3% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,423 | $6,755-78.9% | $12,223-88.4% | $7,775-81.7% |