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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 | $58,376 | $106,524-45.2% | $152,301-61.7% | $87,485-33.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 5.18% | 26.89%-21.7pp | 80.50%-75.3pp | 26.06%-20.9pp |
| Employer contribution / active EE | $584 | $3,371-82.7% | $4,624-87.4% | $2,596-77.5% |
| Participant deferral / active EE | $396 | $6,525-93.9% | $8,004-95.0% | $4,274-90.7% |
| Admin fee / account holder | $303 | $8,287-96.3% | $14,398-97.9% | $7,775-96.1% |