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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 | $17,873 | $45,079-60.4% | $69,461-74.3% | $72,983-75.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.30% | 22.65%-18.4pp | 28.97%-24.7pp | 81.01%-76.7pp |
| Employer contribution / active EE | $2,678 | $2,055+30.4% | $2,779-3.6% | $2,440+9.8% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $827 | $3,056-72.9% | $3,840-78.5% | $5,124-83.9% |