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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 | $26,537 | $63,082-57.9% | $81,716-67.5% | $79,852-66.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 9.71% | 22.66%-13.0pp | 29.49%-19.8pp | 31.72%-22.0pp |
| Employer contribution / active EE | $4,609 | $1,795+156.7% | $4,310+6.9% | $2,471+86.5% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $766 | $4,428-82.7% | $5,159-85.2% | $5,306-85.6% |