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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 | $16,686 | $62,549-73.3% | $85,705-80.5% | $85,851-80.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 6.99% | 23.77%-16.8pp | 21.49%-14.5pp | 318.63%-311.6pp |
| Employer contribution / active EE | $1,906 | $1,755+8.6% | $2,619-27.2% | $2,565-25.7% |
| Participant deferral / active EE | $937 | $2,802-66.6% | $3,924-76.1% | $3,952-76.3% |
| Admin fee / account holder | $1,402 | $4,644-69.8% | $6,877-79.6% | $6,261-77.6% |