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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 | $25,645 | $73,978-65.3% | $96,515-73.4% | $75,173-65.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.87% | 26.72%-22.9pp | 35.73%-31.9pp | 160.72%-156.9pp |
| Employer contribution / active EE | $2,708 | $2,931-7.6% | $3,740-27.6% | $2,671+1.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,198 | $5,219-57.9% | $6,735-67.4% | $5,651-61.1% |