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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 | $65,231 | $89,370-27.0% | $141,197-53.8% | $72,976-10.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 3.20% | 111.88%-108.7pp | 71.41%-68.2pp | 81.02%-77.8pp |
| Employer contribution / active EE | $694 | $3,115-77.7% | $4,736-85.3% | $2,440-71.5% |
| Participant deferral / active EE | $1,985 | $5,419-63.4% | $6,710-70.4% | $3,608-45.0% |
| Admin fee / account holder | $4,655 | $5,957-21.9% | $10,265-54.7% | $5,124-9.2% |