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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 | $26,975 | $72,027-62.5% | $185,861-85.5% | $79,856-66.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 0.93% | 23.13%-22.2pp | 35.96%-35.0pp | 31.71%-30.8pp |
| Employer contribution / active EE | $4,382 | $1,965+123.0% | $4,088+7.2% | $2,471+77.3% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,634-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,584 | $4,513-64.9% | $9,503-83.3% | $5,306-70.2% |