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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 | $35,662 | $64,920-45.1% | $103,693-65.6% | $86,983-59.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 8.69% | 30.29%-21.6pp | 47.61%-38.9pp | 25.83%-17.1pp |
| Employer contribution / active EE | $1,327 | $2,141-38.0% | $2,920-54.6% | $2,584-48.7% |
| Participant deferral / active EE | $592 | $3,241-81.7% | $4,579-87.1% | $4,194-85.9% |
| Admin fee / account holder | $638 | $6,191-89.7% | $7,858-91.9% | $7,856-91.9% |