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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 | $20,245 | $77,896-74.0% | $134,172-84.9% | $82,448-75.4% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 4.93% | 18.21%-13.3pp | 25.30%-20.4pp | 41.64%-36.7pp |
| Employer contribution / active EE | $1,462 | $2,159-32.3% | $3,420-57.3% | $2,551-42.7% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,965 | $6,336-53.2% | $12,016-75.3% | $7,234-59.0% |