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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 | $20,877 | $61,125-65.8% | $94,057-77.8% | $87,485-76.1% |
| Participation rate | 81.5% | 64.1%+17.4pp | 73.3%+8.1pp | 68.9%+12.5pp |
| Annual return | 4.51% | 35.20%-30.7pp | 480.62%-476.1pp | 26.06%-21.6pp |
| Employer contribution / active EE | $2,713 | $2,136+27.0% | $2,933-7.5% | $2,596+4.5% |
| Participant deferral / active EE | $353 | $3,260-89.2% | $4,709-92.5% | $4,274-91.7% |
| Admin fee / account holder | $300 | $5,629-94.7% | $7,244-95.9% | $7,775-96.1% |