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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 | $21,737 | $90,486-76.0% | $78,676-72.4% | $273,972-92.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.79% | 75.62%-73.8pp | 62.19%-60.4pp | 41.46%-39.7pp |
| Employer contribution / active EE | $1,619 | $3,175-49.0% | $2,850-43.2% | $4,869-66.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,235 | $5,263-76.5% | $4,510-72.6% | $10,133-87.8% |