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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 | $28,460 | $81,487-65.1% | $102,412-72.2% | $80,935-64.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.03% | 25.60%-15.6pp | 24.94%-14.9pp | 35.66%-25.6pp |
| Employer contribution / active EE | $4,000 | $3,103+28.9% | $3,870+3.4% | $2,757+45.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,231 | $6,717-81.7% | $8,388-85.3% | $6,924-82.2% |