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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 | $15,935 | $47,944-66.8% | $67,834-76.5% | $62,881-74.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 3.35% | 11.77%-8.4pp | 138.47%-135.1pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,738 | $1,562+11.3% | $2,403-27.7% | $2,281-23.8% |
| Participant deferral / active EE | $614 | $2,247-72.7% | $3,160-80.6% | $3,203-80.8% |
| Admin fee / account holder | $2,473 | $3,712-33.4% | $4,622-46.5% | $4,296-42.4% |