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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 | $19,504 | $50,554-61.4% | $67,681-71.2% | $87,485-77.7% |
| Participation rate | 92.6% | 67.7%+24.9pp | 73.7%+18.9pp | 68.9%+23.7pp |
| Annual return | 10.54% | 17.81%-7.3pp | 590.58%-580.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $435 | $1,988-78.1% | $2,678-83.8% | $2,596-83.2% |
| Participant deferral / active EE | $560 | $2,961-81.1% | $3,976-85.9% | $4,274-86.9% |
| Admin fee / account holder | $919 | $4,132-77.8% | $6,100-84.9% | $7,775-88.2% |