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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 | $33,082 | $93,598-64.7% | $135,974-75.7% | $75,173-56.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 81.9%+9.0pp | 67.2%+23.7pp |
| Annual return | 14.60% | 30.89%-16.3pp | 68.30%-53.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $7,765 | $3,538+119.5% | $4,859+59.8% | $2,671+190.7% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,750 | $6,978-74.9% | $10,767-83.8% | $5,651-69.0% |