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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 | $47,032 | $149,446-68.5% | $256,809-81.7% | $94,015-50.0% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 2.53% | 17.55%-15.0pp | 32.73%-30.2pp | 17.84%-15.3pp |
| Employer contribution / active EE | $1,440 | $4,596-68.7% | $7,263-80.2% | $2,790-48.4% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,266 | $24,035-61.4% | $25,146-63.2% | $8,951+3.5% |