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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 | $28,056 | $88,707-68.4% | $74,184-62.2% | $273,972-89.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.67% | 11.94%-11.3pp | 17.74%-17.1pp | 41.46%-40.8pp |
| Employer contribution / active EE | $1,398 | $3,159-55.8% | $2,370-41.0% | $4,869-71.3% |
| Participant deferral / active EE | $1,018 | $4,212-75.8% | $3,550-71.3% | $5,287-80.8% |
| Admin fee / account holder | $3,120 | $8,717-64.2% | $5,586-44.1% | $10,133-69.2% |