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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 | $15,940 | $114,119-86.0% | $107,187-85.1% | $138,895-88.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 10.63% | 273.21%-262.6pp | 204.55%-193.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $2,076 | $4,059-48.8% | $3,782-45.1% | $4,194-50.5% |
| Participant deferral / active EE | $1,447 | $5,538-73.9% | $5,096-71.6% | $6,396-77.4% |
| Admin fee / account holder | $912 | $10,024-90.9% | $9,162-90.0% | $12,562-92.7% |