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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 | $45,946 | $101,795-54.9% | $165,100-72.2% | $80,959-43.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.05% | 16.73%-8.7pp | 70.21%-62.2pp | 35.67%-27.6pp |
| Employer contribution / active EE | $862 | $2,954-70.8% | $4,348-80.2% | $2,757-68.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,782 | $8,221-78.3% | $12,696-86.0% | $6,925-74.3% |