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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 | $30,738 | $80,983-62.0% | $96,544-68.2% | $75,177-59.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 8.52% | 27.05%-18.5pp | 25.88%-17.4pp | 160.75%-152.2pp |
| Employer contribution / active EE | $4,000 | $2,282+75.3% | $2,966+34.8% | $2,671+49.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $463 | $6,717-93.1% | $8,254-94.4% | $5,651-91.8% |