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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 | $46,447 | $67,411-31.1% | $91,004-49.0% | $70,126-33.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.73% | -40.16%+50.9pp | 4.60%+6.1pp | 73.15%-62.4pp |
| Employer contribution / active EE | $3,448 | $1,786+93.1% | $2,456+40.4% | $2,343+47.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $350 | $4,236-91.7% | $5,417-93.5% | $4,645-92.5% |