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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 | $30,447 | $77,574-60.8% | $108,753-72.0% | $86,983-65.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 4.38% | 18.42%-14.0pp | 37.47%-33.1pp | 25.83%-21.4pp |
| Employer contribution / active EE | $1,579 | $1,611-2.0% | $2,427-34.9% | $2,584-38.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,229 | $6,529-65.9% | $10,320-78.4% | $7,856-71.6% |