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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 | $23,862 | $106,749-77.6% | $145,433-83.6% | $82,448-71.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 7.94% | 27.59%-19.6pp | 66.58%-58.6pp | 41.64%-33.7pp |
| Employer contribution / active EE | $1,644 | $3,444-52.3% | $4,554-63.9% | $2,551-35.5% |
| Participant deferral / active EE | $1,393 | $6,519-78.6% | $7,897-82.4% | $4,139-66.3% |
| Admin fee / account holder | $3,933 | $8,390-53.1% | $13,129-70.0% | $7,234-45.6% |