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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 | $74,535-59.2% | $100,712-69.8% | $82,637-63.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 4.38% | 18.92%-14.5pp | 33.27%-28.9pp | 53.51%-49.1pp |
| Employer contribution / active EE | $1,579 | $1,503+5.1% | $2,313-31.7% | $2,552-38.1% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,229 | $6,576-66.1% | $9,256-75.9% | $7,339-69.6% |