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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 | $111,535-85.7% | $105,223-84.9% | $137,256-88.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 10.63% | 237.85%-227.2pp | 180.65%-170.0pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,076 | $3,939-47.3% | $3,689-43.7% | $4,156-50.0% |
| Participant deferral / active EE | $1,447 | $5,500-73.7% | $5,072-71.5% | $6,407-77.4% |
| Admin fee / account holder | $912 | $9,721-90.6% | $8,859-89.7% | $12,270-92.6% |