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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 | $47,809 | $50,554-5.4% | $67,681-29.4% | $87,485-45.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.22% | 17.81%-7.6pp | 590.58%-580.4pp | 26.06%-15.8pp |
| Employer contribution / active EE | $727 | $1,988-63.5% | $2,678-72.9% | $2,596-72.0% |
| Participant deferral / active EE | $277 | $2,961-90.6% | $3,976-93.0% | $4,274-93.5% |
| Admin fee / account holder | $3,198 | $4,132-22.6% | $6,100-47.6% | $7,775-58.9% |