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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 | $75,134 | $88,707-15.3% | $74,184+1.3% | $273,972-72.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.91% | 11.94%-11.0pp | 17.74%-16.8pp | 41.46%-40.5pp |
| Employer contribution / active EE | $5,545 | $3,159+75.5% | $2,370+134.0% | $4,869+13.9% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $683 | $8,717-92.2% | $5,586-87.8% | $10,133-93.3% |