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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 | $18,539 | $124,314-85.1% | $109,163-83.0% | $167,518-88.9% |
| Participation rate | 82.4% | 79.4%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 9.61% | 26.04%-16.4pp | 25.75%-16.1pp | 478.71%-469.1pp |
| Employer contribution / active EE | $2,179 | $4,209-48.2% | $3,723-41.5% | $4,838-55.0% |
| Participant deferral / active EE | $994 | $5,256-81.1% | $4,654-78.7% | $6,342-84.3% |
| Admin fee / account holder | $2,139 | $7,973-73.2% | $6,754-68.3% | $12,312-82.6% |