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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 | $23,252 | $99,345-76.6% | $84,753-72.6% | $273,972-91.5% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 0.36% | 22.93%-22.6pp | 22.78%-22.4pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,786 | $4,214-57.6% | $3,574-50.0% | $4,869-63.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $313 | $6,645-95.3% | $5,333-94.1% | $10,133-96.9% |