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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 | $20,826 | $65,367-68.1% | $92,915-77.6% | $72,976-71.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.64% | 42.11%-27.5pp | 109.45%-94.8pp | 81.02%-66.4pp |
| Employer contribution / active EE | $1,204 | $2,594-53.6% | $3,653-67.0% | $2,440-50.6% |
| Participant deferral / active EE | $1,236 | $3,128-60.5% | $4,238-70.8% | $3,608-65.7% |
| Admin fee / account holder | $8,717 | $4,251+105.0% | $5,796+50.4% | $5,124+70.1% |