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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 | $20,896 | $53,127-60.7% | $86,587-75.9% | $70,131-70.2% |
| Participation rate | 88.2% | 65.3%+22.9pp | 73.5%+14.7pp | 69.5%+18.7pp |
| Annual return | 11.52% | 27.66%-16.1pp | 964.86%-953.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,961 | $2,068-5.2% | $2,839-30.9% | $2,342-16.3% |
| Participant deferral / active EE | $732 | $2,696-72.8% | $3,609-79.7% | $3,332-78.0% |
| Admin fee / account holder | $997 | $3,585-72.2% | $4,906-79.7% | $4,645-78.5% |