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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 | $13,992 | $81,358-82.8% | $155,556-91.0% | $80,959-82.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.64% | 33.39%-25.7pp | 64.84%-57.2pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,148 | $3,106-63.0% | $4,675-75.4% | $2,757-58.4% |
| Participant deferral / active EE | $629 | $3,455-81.8% | $5,631-88.8% | $4,300-85.4% |
| Admin fee / account holder | $2,694 | $7,994-66.3% | $15,885-83.0% | $6,925-61.1% |