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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 | $12,841 | $43,075-70.2% | $74,577-82.8% | $62,881-79.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 4.74% | 17.50%-12.8pp | 20.47%-15.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $9,045 | $1,498+504.0% | $2,525+258.2% | $2,281+296.6% |
| Participant deferral / active EE | $443 | $2,389-81.5% | $3,458-87.2% | $3,203-86.2% |
| Admin fee / account holder | $3,778 | $2,840+33.0% | $4,138-8.7% | $4,296-12.0% |