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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 | $54,611 | $78,707-30.6% | $117,861-53.7% | $70,126-22.1% |
| Participation rate | 96.4% | 73.2%+23.2pp | 79.7%+16.8pp | 69.5%+26.9pp |
| Annual return | 7.73% | 23.30%-15.6pp | 335.11%-327.4pp | 73.15%-65.4pp |
| Employer contribution / active EE | $714 | $2,223-67.9% | $3,786-81.1% | $2,343-69.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $508 | $5,066-90.0% | $8,021-93.7% | $4,645-89.1% |