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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 | $49,640 | $47,848+3.7% | $81,473-39.1% | $70,126-29.2% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 9.97% | 27.25%-17.3pp | 38.78%-28.8pp | 73.15%-63.2pp |
| Employer contribution / active EE | $1,389 | $1,527-9.1% | $2,568-45.9% | $2,343-40.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,759 | $3,145-44.1% | $4,561-61.4% | $4,645-62.1% |