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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 | $23,008 | $135,956-83.1% | $123,894-81.4% | $273,972-91.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.87% | 56.63%-54.8pp | 47.52%-45.6pp | 41.46%-39.6pp |
| Employer contribution / active EE | $4,081 | $5,170-21.1% | $4,617-11.6% | $4,869-16.2% |
| Participant deferral / active EE | $950 | $6,343-85.0% | $5,984-84.1% | $5,287-82.0% |
| Admin fee / account holder | $54,443 | $9,817+454.5% | $8,357+551.4% | $10,133+437.3% |