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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 | $37,176 | $83,485-55.5% | $125,180-70.3% | $72,983-49.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 5.22% | 25.78%-20.6pp | 43.79%-38.6pp | 81.01%-75.8pp |
| Employer contribution / active EE | $2,083 | $2,346-11.2% | $3,866-46.1% | $2,440-14.6% |
| Participant deferral / active EE | $143 | $3,586-96.0% | $4,937-97.1% | $3,608-96.0% |
| Admin fee / account holder | $2,358 | $5,518-57.3% | $9,703-75.7% | $5,124-54.0% |