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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 | $35,371 | $57,828-38.8% | $117,039-69.8% | $70,126-49.6% |
| Participation rate | 96.0% | 67.1%+28.9pp | 77.2%+18.8pp | 69.5%+26.5pp |
| Annual return | 6.56% | 17.55%-11.0pp | 18.95%-12.4pp | 73.15%-66.6pp |
| Employer contribution / active EE | $2,000 | $1,816+10.1% | $3,785-47.2% | $2,343-14.6% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $730 | $3,548-79.4% | $5,974-87.8% | $4,645-84.3% |