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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 | $47,516 | $55,713-14.7% | $75,901-37.4% | $72,975-34.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 0.31% | 27.60%-27.3pp | 30.76%-30.5pp | 81.01%-80.7pp |
| Employer contribution / active EE | $4,088 | $1,687+142.3% | $2,501+63.5% | $2,440+67.5% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,947 | $3,980-26.0% | $5,420-45.6% | $5,124-42.5% |