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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 | $25,315 | $84,236-69.9% | $170,435-85.1% | $70,126-63.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.79% | 23.06%-17.3pp | 205.94%-200.1pp | 73.15%-67.4pp |
| Employer contribution / active EE | $661 | $3,387-80.5% | $5,432-87.8% | $2,343-71.8% |
| Participant deferral / active EE | $737 | $3,086-76.1% | $4,939-85.1% | $3,332-77.9% |
| Admin fee / account holder | $1,253 | $5,698-78.0% | $13,881-91.0% | $4,645-73.0% |