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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 | $28,663 | $177,156-83.8% | $147,027-80.5% | $154,746-81.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 0.14% | 21.94%-21.8pp | 20.23%-20.1pp | 172.34%-172.2pp |
| Employer contribution / active EE | $1,453 | $4,336-66.5% | $3,626-59.9% | $4,379-66.8% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $978 | $14,904-93.4% | $12,223-92.0% | $14,365-93.2% |