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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 | $34,852 | $79,557-56.2% | $118,746-70.6% | $70,126-50.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 9.28% | 25.64%-16.4pp | 24.54%-15.3pp | 73.15%-63.9pp |
| Employer contribution / active EE | $1,130 | $2,861-60.5% | $4,193-73.1% | $2,343-51.8% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,713 | $5,374-68.1% | $10,720-84.0% | $4,645-63.1% |