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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 | $28,242 | $77,901-63.7% | $149,717-81.1% | $75,181-62.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.10% | 31.73%-23.6pp | 134.41%-126.3pp | 160.69%-152.6pp |
| Employer contribution / active EE | $5,400 | $3,137+72.1% | $4,820+12.0% | $2,671+102.2% |
| Participant deferral / active EE | $140 | $3,411-95.9% | $5,682-97.5% | $4,126-96.6% |
| Admin fee / account holder | $2,160 | $5,949-63.7% | $13,213-83.7% | $5,650-61.8% |