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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 | $35,203 | $77,449-54.5% | $69,483-49.3% | $152,909-77.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.43% | 39.09%-34.7pp | 28.99%-24.6pp | 345.46%-341.0pp |
| Employer contribution / active EE | $748 | $3,316-77.5% | $2,780-73.1% | $4,764-84.3% |
| Participant deferral / active EE | $444 | $4,415-89.9% | $3,537-87.4% | $5,851-92.4% |
| Admin fee / account holder | $3,596 | $6,210-42.1% | $3,841-6.4% | $11,601-69.0% |