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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 | $31,125 | $62,672-50.3% | $185,117-83.2% | $70,124-55.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 13.14% | 40.79%-27.7pp | 40.50%-27.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $3,252 | $1,753+85.5% | $4,182-22.2% | $2,342+38.8% |
| Participant deferral / active EE | $473 | $3,272-85.5% | $5,045-90.6% | $3,332-85.8% |
| Admin fee / account holder | $1,456 | $3,932-63.0% | $8,159-82.2% | $4,645-68.7% |