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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 | $25,676 | $54,541-52.9% | $78,778-67.4% | $70,124-63.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 5.26% | 21.07%-15.8pp | 35.62%-30.4pp | 73.14%-67.9pp |
| Employer contribution / active EE | $497 | $1,089-54.3% | $1,986-75.0% | $2,342-78.8% |
| Participant deferral / active EE | $503 | $2,210-77.3% | $2,958-83.0% | $3,332-84.9% |
| Admin fee / account holder | $468 | $3,709-87.4% | $5,134-90.9% | $4,645-89.9% |