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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 | $42,519 | $123,793-65.7% | $177,848-76.1% | $79,856-46.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 3.84% | 22.82%-19.0pp | 48.33%-44.5pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,450 | $4,095-64.6% | $5,919-75.5% | $2,471-41.3% |
| Participant deferral / active EE | $1,360 | $5,956-77.2% | $7,714-82.4% | $3,741-63.7% |
| Admin fee / account holder | $17,887 | $7,243+147.0% | $12,431+43.9% | $5,306+237.1% |