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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 | $41,815 | $65,395-36.1% | $182,558-77.1% | $72,976-42.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 4.98% | 27.68%-22.7pp | 148.59%-143.6pp | 81.02%-76.0pp |
| Employer contribution / active EE | $2,308 | $1,911+20.7% | $4,076-43.4% | $2,440-5.4% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,748 | $4,245-35.2% | $8,594-68.0% | $5,124-46.4% |