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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 | $19,542 | $69,590-71.9% | $136,867-85.7% | $94,015-79.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 4.70% | 19.62%-14.9pp | 42.97%-38.3pp | 17.84%-13.1pp |
| Employer contribution / active EE | $341 | $2,396-85.8% | $3,547-90.4% | $2,790-87.8% |
| Participant deferral / active EE | $775 | $3,437-77.5% | $4,924-84.3% | $4,249-81.8% |
| Admin fee / account holder | $3,922 | $8,912-56.0% | $10,340-62.1% | $8,951-56.2% |