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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 | $76,564-47.8% | $105,582-62.1% | $94,015-57.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 10.44% | 20.69%-10.3pp | 18.61%-8.2pp | 17.84%-7.4pp |
| Employer contribution / active EE | $1,597 | $1,995-20.0% | $2,984-46.5% | $2,790-42.8% |
| Participant deferral / active EE | $125 | $3,320-96.2% | $4,353-97.1% | $4,249-97.1% |
| Admin fee / account holder | $12,487 | $7,129+75.2% | $12,856-2.9% | $8,951+39.5% |