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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 | $16,939 | $78,690-78.5% | $161,489-89.5% | $87,485-80.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 5.93% | 32.74%-26.8pp | 89.72%-83.8pp | 26.06%-20.1pp |
| Employer contribution / active EE | $3,048 | $2,588+17.8% | $4,268-28.6% | $2,596+17.4% |
| Participant deferral / active EE | $623 | $3,311-81.2% | $5,630-88.9% | $4,274-85.4% |
| Admin fee / account holder | $963 | $6,724-85.7% | $16,006-94.0% | $7,775-87.6% |