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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 | $42,675 | $69,444-38.5% | $92,985-54.1% | $87,485-51.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 0.90% | 23.85%-22.9pp | 27.99%-27.1pp | 26.06%-25.2pp |
| Employer contribution / active EE | $3,222 | $1,917+68.1% | $2,662+21.0% | $2,596+24.1% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,980 | $6,137-35.2% | $9,463-57.9% | $7,775-48.8% |