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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 | $14,072 | $111,814-87.4% | $103,378-86.4% | $145,978-90.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 5.37% | 24.80%-19.4pp | 24.91%-19.5pp | 550.52%-545.2pp |
| Employer contribution / active EE | $1,055 | $4,215-75.0% | $3,870-72.7% | $4,662-77.4% |
| Participant deferral / active EE | $1,229 | $5,618-78.1% | $5,058-75.7% | $6,690-81.6% |
| Admin fee / account holder | $945 | $9,764-90.3% | $8,401-88.7% | $13,400-92.9% |