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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 | $47,779 | $56,110-14.8% | $94,993-49.7% | $70,126-31.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 10.16% | 51.02%-40.9pp | 27.14%-17.0pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,613 | $1,442+11.8% | $2,603-38.0% | $2,343-31.1% |
| Participant deferral / active EE | $600 | $2,391-74.9% | $3,317-81.9% | $3,332-82.0% |
| Admin fee / account holder | $20,980 | $3,456+507.0% | $4,960+323.0% | $4,645+351.6% |