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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 | $42,603 | $75,963-43.9% | $97,995-56.5% | $70,126-39.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 11.42% | 19.26%-7.8pp | 23.94%-12.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,807 | $3,278-44.9% | $4,158-56.5% | $2,343-22.9% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,311 | $5,407-75.8% | $5,943-77.9% | $4,645-71.8% |