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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 | $43,582 | $67,602-35.5% | $82,312-47.1% | $70,126-37.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.68% | 21.57%-14.9pp | 25.88%-19.2pp | 73.15%-66.5pp |
| Employer contribution / active EE | $571 | $1,755-67.4% | $2,428-76.5% | $2,343-75.6% |
| Participant deferral / active EE | $1,174 | $2,987-60.7% | $3,706-68.3% | $3,332-64.8% |
| Admin fee / account holder | $3,311 | $4,512-26.6% | $5,608-41.0% | $4,645-28.7% |