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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 | $39,753 | $60,349-34.1% | $74,184-46.4% | $62,881-36.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.47% | 21.38%-19.9pp | 17.74%-16.3pp | 20.14%-18.7pp |
| Employer contribution / active EE | $588 | $1,680-65.0% | $2,370-75.2% | $2,281-74.2% |
| Participant deferral / active EE | $610 | $2,856-78.6% | $3,550-82.8% | $3,203-81.0% |
| Admin fee / account holder | $3,198 | $4,261-25.0% | $5,586-42.8% | $4,296-25.6% |