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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 | $151,310-82.1% | $76,119-64.3% | - |
| Participation rate | 100.0% | 67.4%+32.6pp | 69.1%+30.9pp | - |
| Annual return | 7.29% | 14.08%-6.8pp | 361.25%-354.0pp | - |
| Employer contribution / active EE | $3,289 | $2,536+29.7% | $2,693+22.2% | - |
| Participant deferral / active EE | $0 | $4,236-100.0% | $4,259-100.0% | - |
| Admin fee / account holder | $563 | $25,296-97.8% | $6,421-91.2% | - |