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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 | $20,036 | $111,814-82.1% | $103,378-80.6% | $145,978-86.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.81% | 24.80%-17.0pp | 24.91%-17.1pp | 550.52%-542.7pp |
| Employer contribution / active EE | $1,731 | $4,215-58.9% | $3,870-55.3% | $4,662-62.9% |
| Participant deferral / active EE | $960 | $5,618-82.9% | $5,058-81.0% | $6,690-85.6% |
| Admin fee / account holder | $342 | $9,764-96.5% | $8,401-95.9% | $13,400-97.4% |