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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 | $34,248 | $73,978-53.7% | $96,515-64.5% | $75,173-54.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.35% | 26.72%-14.4pp | 35.73%-23.4pp | 160.72%-148.4pp |
| Employer contribution / active EE | $1,911 | $2,931-34.8% | $3,740-48.9% | $2,671-28.5% |
| Participant deferral / active EE | $638 | $3,660-82.6% | $4,880-86.9% | $4,126-84.5% |
| Admin fee / account holder | $434 | $5,219-91.7% | $6,735-93.6% | $5,651-92.3% |