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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 | $72,607-54.5% | $90,259-63.4% | $87,485-62.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 5.05% | 18.59%-13.5pp | 18.88%-13.8pp | 26.06%-21.0pp |
| Employer contribution / active EE | $2,273 | $1,919+18.4% | $2,291-0.8% | $2,596-12.5% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $563 | $5,947-90.5% | $7,267-92.2% | $7,775-92.8% |