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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 | $39,977 | $58,627-31.8% | $76,735-47.9% | $82,448-51.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 10.44% | 39.10%-28.7pp | 29.77%-19.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,597 | $1,729-7.7% | $2,454-34.9% | $2,551-37.4% |
| Participant deferral / active EE | $125 | $3,134-96.0% | $4,088-96.9% | $4,139-97.0% |
| Admin fee / account holder | $12,487 | $5,323+134.6% | $7,189+73.7% | $7,234+72.6% |