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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 | $47,312 | $55,902-15.4% | $76,030-37.8% | $80,959-41.6% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 2.82% | 20.59%-17.8pp | 361.54%-358.7pp | 35.67%-32.9pp |
| Employer contribution / active EE | $6,632 | $1,867+255.3% | $2,688+146.8% | $2,757+140.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,223 | $5,239-38.5% | $6,421-49.8% | $6,925-53.5% |