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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 | $57,600 | $70,418-18.2% | $96,570-40.4% | $85,847-32.9% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 7.90% | 18.59%-10.7pp | 37.79%-29.9pp | 318.61%-310.7pp |
| Employer contribution / active EE | $1,818 | $1,413+28.7% | $2,357-22.9% | $2,565-29.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $404 | $4,995-91.9% | $6,182-93.5% | $6,261-93.5% |