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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 | $21,402 | $63,809-66.5% | $81,353-73.7% | $80,935-73.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 6.03% | 16.37%-10.3pp | 24.82%-18.8pp | 35.66%-29.6pp |
| Employer contribution / active EE | $2,218 | $1,981+12.0% | $2,464-10.0% | $2,757-19.5% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,299-100.0% |
| Admin fee / account holder | $581 | $5,686-89.8% | $5,766-89.9% | $6,924-91.6% |