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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 | $31,111 | $76,550-59.4% | $123,894-74.9% | $62,881-50.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.58% | 18.67%-14.1pp | 47.52%-42.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,190 | $2,882-58.7% | $4,617-74.2% | $2,281-47.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $886 | $4,826-81.6% | $8,357-89.4% | $4,296-79.4% |