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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 | $18,373 | $96,558-81.0% | $80,977-77.3% | $273,972-93.3% |
| Participation rate | 83.3% | 79.1%+4.3pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 1.77% | 15.14%-13.4pp | 17.11%-15.3pp | 41.46%-39.7pp |
| Employer contribution / active EE | $987 | $4,869-79.7% | $3,715-73.4% | $4,869-79.7% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $880 | $7,493-88.3% | $5,517-84.1% | $10,133-91.3% |