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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 | $23,961 | $51,207-53.2% | $70,565-66.0% | $75,177-68.1% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 5.30% | 30.05%-24.8pp | 32.79%-27.5pp | 160.75%-155.5pp |
| Employer contribution / active EE | $2,825 | $1,826+54.6% | $2,976-5.1% | $2,671+5.7% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,957 | $4,097+143.0% | $6,430+54.9% | $5,651+76.2% |