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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 | $25,091 | $126,661-80.2% | $113,397-77.9% | $138,895-81.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 1.22% | 25.05%-23.8pp | 23.20%-22.0pp | 145.39%-144.2pp |
| Employer contribution / active EE | $1,647 | $3,456-52.4% | $2,977-44.7% | $4,194-60.7% |
| Participant deferral / active EE | $1,647 | $5,693-71.1% | $5,076-67.6% | $6,396-74.3% |
| Admin fee / account holder | $1,936 | $14,549-86.7% | $11,957-83.8% | $12,562-84.6% |