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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 | $22,157 | $76,551-71.1% | $123,894-82.1% | $62,881-64.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.77% | 18.68%-13.9pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $802 | $2,882-72.2% | $4,617-82.6% | $2,281-64.8% |
| Participant deferral / active EE | $1,435 | $4,840-70.4% | $5,984-76.0% | $3,203-55.2% |
| Admin fee / account holder | $682 | $4,826-85.9% | $8,357-91.8% | $4,296-84.1% |