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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 | $19,502 | $51,207-61.9% | $70,565-72.4% | $75,177-74.1% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 9.28% | 30.05%-20.8pp | 32.79%-23.5pp | 160.75%-151.5pp |
| Employer contribution / active EE | $3,925 | $1,826+114.9% | $2,976+31.9% | $2,671+46.9% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,237 | $4,097+198.6% | $6,430+90.3% | $5,651+116.5% |