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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 | $19,142 | $68,880-72.2% | $120,580-84.1% | $80,959-76.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 4.03% | 23.68%-19.6pp | 107.48%-103.4pp | 35.67%-31.6pp |
| Employer contribution / active EE | $618 | $2,066-70.1% | $3,469-82.2% | $2,757-77.6% |
| Participant deferral / active EE | $1,068 | $3,191-66.5% | $4,995-78.6% | $4,300-75.2% |
| Admin fee / account holder | $2,175 | $5,785-62.4% | $9,418-76.9% | $6,925-68.6% |