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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 | $33,750 | $47,848-29.5% | $81,473-58.6% | $70,126-51.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 3.57% | 27.25%-23.7pp | 38.78%-35.2pp | 73.15%-69.6pp |
| Employer contribution / active EE | $7,308 | $1,527+378.5% | $2,568+184.6% | $2,343+212.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,347 | $3,145+6.4% | $4,561-26.6% | $4,645-28.0% |