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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 | $19,967 | $61,166-67.4% | $185,849-89.3% | $79,391-74.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 8.09% | 19.45%-11.4pp | 122.10%-114.0pp | 116.88%-108.8pp |
| Employer contribution / active EE | $3,715 | $2,321+60.0% | $5,169-28.1% | $2,428+53.0% |
| Participant deferral / active EE | $6 | $2,789-99.8% | $5,569-99.9% | $4,046-99.9% |
| Admin fee / account holder | $1,489 | $710+109.9% | $16,244-90.8% | $627+137.7% |