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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 | $27,017 | $76,371-64.6% | $93,621-71.1% | $72,976-63.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 9.42% | 25.82%-16.4pp | 32.76%-23.3pp | 81.02%-71.6pp |
| Employer contribution / active EE | $1,544 | $2,276-32.1% | $2,719-43.2% | $2,440-36.7% |
| Participant deferral / active EE | $764 | $3,538-78.4% | $4,070-81.2% | $3,608-78.8% |
| Admin fee / account holder | $3,696 | $6,839-46.0% | $7,890-53.2% | $5,124-27.9% |