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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 | $46,498 | $48,337-3.8% | $67,560-31.2% | $80,959-42.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.77% | 18.26%-7.5pp | 3533.50%-3522.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $693 | $2,023-65.7% | $2,737-74.7% | $2,757-74.9% |
| Participant deferral / active EE | $187 | $2,928-93.6% | $4,004-95.3% | $4,300-95.6% |
| Admin fee / account holder | $5,066 | $3,695+37.1% | $3,994+26.8% | $6,925-26.9% |