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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 | $33,044 | $67,894-51.3% | $89,340-63.0% | $82,448-59.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 5.05% | 19.21%-14.2pp | 20.57%-15.5pp | 41.64%-36.6pp |
| Employer contribution / active EE | $2,273 | $1,828+24.3% | $2,231+1.9% | $2,551-10.9% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $563 | $5,723-90.2% | $6,704-91.6% | $7,234-92.2% |