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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 | $81,233-82.8% | $155,567-91.0% | $80,874-82.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.64% | 33.33%-25.7pp | 64.74%-57.1pp | 35.62%-28.0pp |
| Employer contribution / active EE | $1,148 | $3,101-63.0% | $4,674-75.4% | $2,756-58.3% |
| Participant deferral / active EE | $629 | $3,452-81.8% | $5,628-88.8% | $4,297-85.4% |
| Admin fee / account holder | $2,694 | $7,998-66.3% | $15,916-83.1% | $6,935-61.2% |