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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 | $31,903 | $67,602-52.8% | $82,312-61.2% | $70,126-54.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.92% | 21.57%-14.6pp | 25.88%-19.0pp | 73.15%-66.2pp |
| Employer contribution / active EE | $4,000 | $1,755+127.9% | $2,428+64.7% | $2,343+70.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $540 | $4,512-88.0% | $5,608-90.4% | $4,645-88.4% |