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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 | $81,262-65.1% | $155,602-81.8% | $80,911-65.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.70% | 33.34%-25.6pp | 64.81%-57.1pp | 35.63%-27.9pp |
| Employer contribution / active EE | $4,896 | $3,102+57.8% | $4,675+4.7% | $2,756+77.6% |
| Participant deferral / active EE | $113 | $3,451-96.7% | $5,629-98.0% | $4,297-97.4% |
| Admin fee / account holder | $3,122 | $7,992-60.9% | $15,923-80.4% | $6,935-55.0% |