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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 | $26,986 | $86,050-68.6% | $189,758-85.8% | $94,015-71.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 8.99% | 17.77%-8.8pp | 52.62%-43.6pp | 17.84%-8.9pp |
| Employer contribution / active EE | $5,411 | $2,819+91.9% | $4,767+13.5% | $2,790+93.9% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,057 | $6,627-69.0% | $20,388-89.9% | $8,951-77.0% |