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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 | $18,831 | $84,236-77.6% | $170,435-89.0% | $70,126-73.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.89% | 23.06%-17.2pp | 205.94%-200.0pp | 73.15%-67.3pp |
| Employer contribution / active EE | $1,429 | $3,387-57.8% | $5,432-73.7% | $2,343-39.0% |
| Participant deferral / active EE | $679 | $3,086-78.0% | $4,939-86.3% | $3,332-79.6% |
| Admin fee / account holder | $2,230 | $5,698-60.9% | $13,881-83.9% | $4,645-52.0% |