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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 | $38,384 | $83,485-54.0% | $125,195-69.3% | $72,976-47.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 0.08% | 25.77%-25.7pp | 43.79%-43.7pp | 81.02%-80.9pp |
| Employer contribution / active EE | $2,286 | $2,346-2.5% | $3,866-40.9% | $2,440-6.3% |
| Participant deferral / active EE | $1,506 | $3,586-58.0% | $4,937-69.5% | $3,608-58.3% |
| Admin fee / account holder | $2,552 | $5,518-53.8% | $9,704-73.7% | $5,124-50.2% |