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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 | $39,676 | $87,834-54.8% | $133,975-70.4% | $62,881-36.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 2.59% | 12.05%-9.5pp | 29.29%-26.7pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,582 | $3,482-54.6% | $5,211-69.6% | $2,281-30.6% |
| Participant deferral / active EE | $1,964 | $4,812-59.2% | $6,282-68.7% | $3,203-38.7% |
| Admin fee / account holder | $2,468 | $5,372-54.1% | $9,324-73.5% | $4,296-42.5% |