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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 | $20,088 | $90,691-77.9% | $76,119-73.6% | $145,884-86.2% |
| Participation rate | 78.9% | 74.5%+4.5pp | 69.1%+9.9pp | 80.3%-1.4pp |
| Annual return | 2.84% | 624.52%-621.7pp | 361.25%-358.4pp | 551.85%-549.0pp |
| Employer contribution / active EE | $4,811 | $3,329+44.5% | $2,693+78.7% | $4,662+3.2% |
| Participant deferral / active EE | $411 | $5,167-92.1% | $4,259-90.4% | $6,690-93.9% |
| Admin fee / account holder | $3,823 | $8,383-54.4% | $6,421-40.5% | $13,392-71.5% |