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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 | $15,644 | $46,732-66.5% | $156,551-90.0% | $55,167-71.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 4.10% | 17.72%-13.6pp | 32.23%-28.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $1,493 | $2,105-29.1% | $5,501-72.9% | $1,963-23.9% |
| Participant deferral / active EE | $239 | $2,204-89.2% | $4,871-95.1% | $3,054-92.2% |
| Admin fee / account holder | $1,646 | $418+293.5% | $13,028-87.4% | $504+226.7% |