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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 | $18,478 | $77,814-76.3% | $158,223-88.3% | $86,983-78.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 5.98% | 30.54%-24.6pp | 52.09%-46.1pp | 25.83%-19.8pp |
| Employer contribution / active EE | $1,094 | $2,592-57.8% | $4,109-73.4% | $2,584-57.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $751 | $5,879-87.2% | $16,047-95.3% | $7,856-90.4% |