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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 | $22,213 | $172,111-87.1% | $150,298-85.2% | $137,256-83.8% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 7.70% | 69.37%-61.7pp | 62.79%-55.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,901 | $4,636-59.0% | $4,154-54.2% | $4,156-54.3% |
| Participant deferral / active EE | $738 | $6,166-88.0% | $5,453-86.5% | $6,407-88.5% |
| Admin fee / account holder | $13,841 | $16,471-16.0% | $14,116-1.9% | $12,270+12.8% |