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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 | $27,781 | $103,393-73.1% | $87,103-68.1% | $152,909-81.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 3.24% | 28.10%-24.9pp | 28.19%-25.0pp | 345.46%-342.2pp |
| Employer contribution / active EE | $2,330 | $3,221-27.7% | $2,521-7.6% | $4,764-51.1% |
| Participant deferral / active EE | $994 | $4,778-79.2% | $4,049-75.4% | $5,851-83.0% |
| Admin fee / account holder | $529 | $12,195-95.7% | $7,491-92.9% | $11,601-95.4% |