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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 | $23,394 | $57,828-59.5% | $117,039-80.0% | $70,126-66.6% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 10.48% | 17.55%-7.1pp | 18.95%-8.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $2,803 | $1,816+54.4% | $3,785-25.9% | $2,343+19.7% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,928 | $3,548+10.7% | $5,974-34.2% | $4,645-15.4% |