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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 | $23,943 | $56,894-57.9% | $84,753-71.7% | $62,881-61.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.55% | 6.30%-4.8pp | 22.78%-21.2pp | 20.14%-18.6pp |
| Employer contribution / active EE | $2,301 | $2,400-4.1% | $3,574-35.6% | $2,281+0.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,303 | $3,581+20.2% | $5,333-19.3% | $4,296+0.2% |