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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 | $29,500 | $56,054-47.4% | $171,082-82.8% | $62,881-53.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 5.07% | 22.52%-17.4pp | 32.56%-27.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $3,197 | $1,731+84.7% | $4,002-20.1% | $2,281+40.2% |
| Participant deferral / active EE | $500 | $3,158-84.2% | $4,797-89.6% | $3,203-84.4% |
| Admin fee / account holder | $5,283 | $3,647+44.9% | $8,520-38.0% | $4,296+23.0% |