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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 | $68,750 | $136,307-49.6% | $106,619-35.5% | $273,972-74.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -4.26% | 11.05%-15.3pp | 9.42%-13.7pp | 41.46%-45.7pp |
| Employer contribution / active EE | $1,736 | $5,190-66.6% | $3,947-56.0% | $4,869-64.4% |
| Participant deferral / active EE | $957 | $4,969-80.7% | $3,930-75.6% | $5,287-81.9% |
| Admin fee / account holder | $802 | $8,625-90.7% | $6,418-87.5% | $10,133-92.1% |