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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 | $33,886 | $123,155-72.5% | $108,753-68.8% | $155,188-78.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 2.77% | 44.73%-42.0pp | 37.47%-34.7pp | 148.84%-146.1pp |
| Employer contribution / active EE | $1,429 | $2,811-49.2% | $2,427-41.1% | $4,248-66.4% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $492 | $12,126-95.9% | $10,320-95.2% | $14,480-96.6% |