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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 | $20,948 | $107,368-80.5% | $92,915-77.5% | $152,909-86.3% |
| Participation rate | 70.8% | 79.8%-9.0pp | 76.0%-5.2pp | 82.5%-11.6pp |
| Annual return | 5.75% | 145.64%-139.9pp | 109.45%-103.7pp | 345.46%-339.7pp |
| Employer contribution / active EE | $1,005 | $4,222-76.2% | $3,653-72.5% | $4,764-78.9% |
| Participant deferral / active EE | $884 | $4,848-81.8% | $4,238-79.1% | $5,851-84.9% |
| Admin fee / account holder | $2,838 | $7,082-59.9% | $5,796-51.0% | $11,601-75.5% |