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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 | $27,102 | $48,364-44.0% | $71,796-62.3% | $62,881-56.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 4.46% | 13.16%-8.7pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,466 | $1,042+40.7% | $1,924-23.8% | $2,281-35.7% |
| Participant deferral / active EE | $803 | $2,091-61.6% | $2,794-71.3% | $3,203-74.9% |
| Admin fee / account holder | $916 | $3,771-75.7% | $4,815-81.0% | $4,296-78.7% |