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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 | $36,004 | $106,280-66.1% | $96,538-62.7% | $139,487-74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.25% | 38.48%-33.2pp | 35.74%-30.5pp | 373.84%-368.6pp |
| Employer contribution / active EE | $3,571 | $4,107-13.0% | $3,740-4.5% | $4,755-24.9% |
| Participant deferral / active EE | $1,158 | $5,457-78.8% | $4,880-76.3% | $6,713-82.7% |
| Admin fee / account holder | $478 | $7,888-93.9% | $6,737-92.9% | $11,407-95.8% |