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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 | $32,227 | $69,590-53.7% | $136,867-76.5% | $94,015-65.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 8.89% | 19.62%-10.7pp | 42.97%-34.1pp | 17.84%-9.0pp |
| Employer contribution / active EE | $3,911 | $2,396+63.2% | $3,547+10.3% | $2,790+40.2% |
| Participant deferral / active EE | $266 | $3,437-92.3% | $4,924-94.6% | $4,249-93.7% |
| Admin fee / account holder | $15,394 | $8,912+72.7% | $10,340+48.9% | $8,951+72.0% |