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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 | $16,261 | $45,082-63.9% | $69,464-76.6% | $72,975-77.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 2.85% | 22.66%-19.8pp | 28.98%-26.1pp | 81.01%-78.2pp |
| Employer contribution / active EE | $1,559 | $2,055-24.2% | $2,779-43.9% | $2,440-36.1% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,113 | $3,057+1.8% | $3,840-18.9% | $5,124-39.2% |