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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 | $37,939 | $87,834-56.8% | $133,975-71.7% | $62,881-39.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 1.64% | 12.05%-10.4pp | 29.29%-27.7pp | 20.14%-18.5pp |
| Employer contribution / active EE | $1,507 | $3,482-56.7% | $5,211-71.1% | $2,281-33.9% |
| Participant deferral / active EE | $1,059 | $4,812-78.0% | $6,282-83.1% | $3,203-66.9% |
| Admin fee / account holder | $3,330 | $5,372-38.0% | $9,324-64.3% | $4,296-22.5% |