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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 | $25,664 | $56,894-54.9% | $84,753-69.7% | $62,881-59.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.02% | 6.30%-3.3pp | 22.78%-19.8pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,866 | $2,400-22.3% | $3,574-47.8% | $2,281-18.2% |
| Participant deferral / active EE | $582 | $2,709-78.5% | $3,712-84.3% | $3,203-81.8% |
| Admin fee / account holder | $838 | $3,581-76.6% | $5,333-84.3% | $4,296-80.5% |