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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 | $17,536 | $85,169-79.4% | $172,755-89.8% | $72,983-76.0% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 4.62% | 27.32%-22.7pp | 802.94%-798.3pp | 81.01%-76.4pp |
| Employer contribution / active EE | $2,941 | $3,324-11.5% | $5,144-42.8% | $2,440+20.5% |
| Participant deferral / active EE | $392 | $3,260-88.0% | $5,198-92.5% | $3,608-89.1% |
| Admin fee / account holder | $928 | $5,880-84.2% | $13,955-93.3% | $5,124-81.9% |