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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 | $24,048 | $65,712-63.4% | $57,196-58.0% | $273,972-91.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.40% | 22.01%-21.6pp | 14.59%-14.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $3,051 | $3,280-7.0% | $2,683+13.7% | $4,869-37.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $959 | $4,838-80.2% | $3,141-69.5% | $10,133-90.5% |