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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 | $31,431 | $93,063-66.2% | $153,476-79.5% | $80,911-61.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 9.59% | 19.95%-10.4pp | 15.66%-6.1pp | 35.63%-26.0pp |
| Employer contribution / active EE | $2,848 | $3,507-18.8% | $5,038-43.5% | $2,756+3.3% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $6,759-100.0% | $4,297-100.0% |
| Admin fee / account holder | $604 | $8,891-93.2% | $12,729-95.3% | $6,935-91.3% |