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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 | $23,308 | $77,920-70.1% | $149,723-84.4% | $75,177-69.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 9.73% | 31.72%-22.0pp | 134.50%-124.8pp | 160.75%-151.0pp |
| Employer contribution / active EE | $1,129 | $3,138-64.0% | $4,821-76.6% | $2,671-57.7% |
| Participant deferral / active EE | $738 | $3,411-78.4% | $5,682-87.0% | $4,126-82.1% |
| Admin fee / account holder | $3,788 | $5,951-36.3% | $13,215-71.3% | $5,651-33.0% |