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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 | $18,124 | $48,078-62.3% | $78,676-77.0% | $62,881-71.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.32% | 31.36%-28.0pp | 62.19%-58.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,075 | $2,015-46.7% | $2,850-62.3% | $2,281-52.9% |
| Participant deferral / active EE | $567 | $2,587-78.1% | $3,517-83.9% | $3,203-82.3% |
| Admin fee / account holder | $509 | $3,206-84.1% | $4,510-88.7% | $4,296-88.1% |