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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 | $28,001 | $106,749-73.8% | $145,433-80.7% | $82,448-66.0% |
| Participation rate | 73.0% | 75.6%-2.7pp | 82.1%-9.1pp | 68.1%+4.9pp |
| Annual return | 8.67% | 27.59%-18.9pp | 66.58%-57.9pp | 41.64%-33.0pp |
| Employer contribution / active EE | $4,495 | $3,444+30.5% | $4,554-1.3% | $2,551+76.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,198 | $8,390-73.8% | $13,129-83.3% | $7,234-69.6% |