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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 | $35,306 | $54,541-35.3% | $78,778-55.2% | $70,126-49.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 9.97% | 21.07%-11.1pp | 35.62%-25.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $2,129 | $1,089+95.5% | $1,986+7.2% | $2,343-9.1% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,767 | $3,709-52.4% | $5,134-65.6% | $4,645-62.0% |