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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 | $16,884 | $111,814-84.9% | $103,378-83.7% | $145,978-88.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 5.92% | 24.80%-18.9pp | 24.91%-19.0pp | 550.52%-544.6pp |
| Employer contribution / active EE | $6,821 | $4,215+61.8% | $3,870+76.2% | $4,662+46.3% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,779 | $9,764+71.8% | $8,401+99.7% | $13,400+25.2% |