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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 | $42,055 | $80,983-48.1% | $96,544-56.4% | $75,177-44.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.47% | 27.05%-14.6pp | 25.88%-13.4pp | 160.75%-148.3pp |
| Employer contribution / active EE | $660 | $2,282-71.1% | $2,966-77.8% | $2,671-75.3% |
| Participant deferral / active EE | $799 | $3,929-79.7% | $4,851-83.5% | $4,126-80.6% |
| Admin fee / account holder | $2,943 | $6,717-56.2% | $8,254-64.3% | $5,651-47.9% |