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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 | $22,779 | $54,763-58.4% | $90,324-74.8% | $72,976-68.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.80% | 30.63%-25.8pp | 78.15%-73.3pp | 81.02%-76.2pp |
| Employer contribution / active EE | $1,878 | $2,093-10.3% | $2,856-34.3% | $2,440-23.0% |
| Participant deferral / active EE | $137 | $2,887-95.3% | $3,885-96.5% | $3,608-96.2% |
| Admin fee / account holder | $2,610 | $3,973-34.3% | $5,356-51.3% | $5,124-49.1% |