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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 | $21,616 | $58,627-63.1% | $76,735-71.8% | $82,448-73.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 10.56% | 39.10%-28.5pp | 29.77%-19.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,511 | $1,729+45.2% | $2,454+2.3% | $2,551-1.6% |
| Participant deferral / active EE | $297 | $3,134-90.5% | $4,088-92.7% | $4,139-92.8% |
| Admin fee / account holder | $377 | $5,323-92.9% | $7,189-94.8% | $7,234-94.8% |