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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 | $74,535-48.3% | $100,712-61.7% | $82,637-53.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 9.53% | 18.92%-9.4pp | 33.27%-23.7pp | 53.51%-44.0pp |
| Employer contribution / active EE | $1,639 | $1,503+9.1% | $2,313-29.1% | $2,552-35.8% |
| Participant deferral / active EE | $64 | $3,074-97.9% | $4,085-98.4% | $4,126-98.5% |
| Admin fee / account holder | $15,298 | $6,576+132.6% | $9,256+65.3% | $7,339+108.5% |