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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 | $77,574-50.3% | $108,753-64.6% | $86,983-55.7% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 9.53% | 18.42%-8.9pp | 37.47%-27.9pp | 25.83%-16.3pp |
| Employer contribution / active EE | $1,639 | $1,611+1.8% | $2,427-32.4% | $2,584-36.6% |
| Participant deferral / active EE | $64 | $3,128-98.0% | $4,115-98.4% | $4,194-98.5% |
| Admin fee / account holder | $15,298 | $6,529+134.3% | $10,320+48.2% | $7,856+94.7% |