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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 | $19,332 | $84,236-77.1% | $170,439-88.7% | $70,124-72.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.55% | 23.06%-15.5pp | 205.94%-198.4pp | 73.14%-65.6pp |
| Employer contribution / active EE | $3,922 | $3,387+15.8% | $5,433-27.8% | $2,342+67.4% |
| Participant deferral / active EE | $798 | $3,086-74.1% | $4,939-83.8% | $3,332-76.1% |
| Admin fee / account holder | $2,290 | $5,698-59.8% | $13,881-83.5% | $4,645-50.7% |