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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 | $19,153 | $45,082-57.5% | $69,464-72.4% | $72,975-73.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.02% | 22.66%-17.6pp | 28.98%-24.0pp | 81.01%-76.0pp |
| Employer contribution / active EE | $1,592 | $2,055-22.5% | $2,779-42.7% | $2,440-34.7% |
| Participant deferral / active EE | $513 | $2,604-80.3% | $3,536-85.5% | $3,608-85.8% |
| Admin fee / account holder | $1,749 | $3,057-42.8% | $3,840-54.5% | $5,124-65.9% |