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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 | $21,800 | $60,442-63.9% | $96,754-77.5% | $87,485-75.1% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 8.30% | 21.97%-13.7pp | 82.04%-73.7pp | 26.06%-17.8pp |
| Employer contribution / active EE | $1,000 | $1,691-40.9% | $2,679-62.7% | $2,596-61.5% |
| Participant deferral / active EE | $805 | $3,280-75.5% | $4,758-83.1% | $4,274-81.2% |
| Admin fee / account holder | $3,448 | $5,069-32.0% | $8,905-61.3% | $7,775-55.7% |