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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 | $18,583 | $53,128-65.0% | $86,582-78.5% | $70,126-73.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 9.36% | 27.66%-18.3pp | 965.08%-955.7pp | 73.15%-63.8pp |
| Employer contribution / active EE | $2,385 | $2,068+15.3% | $2,839-16.0% | $2,343+1.8% |
| Participant deferral / active EE | $603 | $2,695-77.6% | $3,609-83.3% | $3,332-81.9% |
| Admin fee / account holder | $1,366 | $3,584-61.9% | $4,904-72.1% | $4,645-70.6% |