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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 | $27,137 | $151,490-82.1% | $76,030-64.3% | - |
| Participation rate | 100.0% | 67.5%+32.5pp | 69.1%+30.9pp | - |
| Annual return | 7.29% | 14.17%-6.9pp | 361.54%-354.2pp | - |
| Employer contribution / active EE | $3,289 | $2,542+29.4% | $2,688+22.4% | - |
| Participant deferral / active EE | $0 | $4,237-100.0% | $4,257-100.0% | - |
| Admin fee / account holder | $563 | $25,345-97.8% | $6,421-91.2% | - |