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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 | $23,007 | $77,638-70.4% | $156,551-85.3% | $62,881-63.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.89% | 50.33%-47.4pp | 32.23%-29.3pp | 20.14%-17.3pp |
| Employer contribution / active EE | $4,387 | $3,444+27.4% | $5,501-20.3% | $2,281+92.3% |
| Participant deferral / active EE | $36 | $3,046-98.8% | $4,871-99.3% | $3,203-98.9% |
| Admin fee / account holder | $3,131 | $5,561-43.7% | $13,028-76.0% | $4,296-27.1% |