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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 | $26,339 | $81,358-67.6% | $155,556-83.1% | $80,959-67.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 3.59% | 33.39%-29.8pp | 64.84%-61.2pp | 35.67%-32.1pp |
| Employer contribution / active EE | $3,058 | $3,106-1.6% | $4,675-34.6% | $2,757+10.9% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $559 | $7,994-93.0% | $15,885-96.5% | $6,925-91.9% |