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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 | $38,282 | $58,851-35.0% | $115,170-66.8% | $72,983-47.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 3.64% | 23.16%-19.5pp | 35.60%-32.0pp | 81.01%-77.4pp |
| Employer contribution / active EE | $1,373 | $1,798-23.6% | $3,179-56.8% | $2,440-43.7% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $599 | $6,370-90.6% | $7,089-91.5% | $5,124-88.3% |