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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 | $38,535 | $73,787-47.8% | $98,716-61.0% | $82,448-53.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 9.53% | 18.57%-9.0pp | 31.81%-22.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,639 | $1,511+8.5% | $2,279-28.1% | $2,551-35.7% |
| Participant deferral / active EE | $64 | $3,081-97.9% | $4,048-98.4% | $4,139-98.5% |
| Admin fee / account holder | $15,298 | $6,500+135.4% | $8,703+75.8% | $7,234+111.5% |