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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 | $28,338 | $81,331-65.2% | $155,534-81.8% | $80,935-65.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.70% | 33.37%-25.7pp | 64.92%-57.2pp | 35.66%-28.0pp |
| Employer contribution / active EE | $4,896 | $3,105+57.7% | $4,675+4.7% | $2,757+77.6% |
| Participant deferral / active EE | $113 | $3,454-96.7% | $5,630-98.0% | $4,299-97.4% |
| Admin fee / account holder | $3,122 | $7,999-61.0% | $15,900-80.4% | $6,924-54.9% |