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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 | $32,374 | $54,763-40.9% | $90,324-64.2% | $72,976-55.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 0.77% | 30.63%-29.9pp | 78.15%-77.4pp | 81.02%-80.2pp |
| Employer contribution / active EE | $330 | $2,093-84.2% | $2,856-88.4% | $2,440-86.5% |
| Participant deferral / active EE | $413 | $2,887-85.7% | $3,885-89.4% | $3,608-88.6% |
| Admin fee / account holder | $4,131 | $3,973+4.0% | $5,356-22.9% | $5,124-19.4% |