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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 | $18,755 | $91,179-79.4% | $178,499-89.5% | $79,852-76.5% |
| Participation rate | 95.1% | 69.2%+25.9pp | 81.9%+13.2pp | 69.6%+25.4pp |
| Annual return | 8.40% | 24.19%-15.8pp | 151.10%-142.7pp | 31.72%-23.3pp |
| Employer contribution / active EE | $914 | $3,256-71.9% | $5,011-81.8% | $2,471-63.0% |
| Participant deferral / active EE | $740 | $3,236-77.1% | $5,202-85.8% | $3,740-80.2% |
| Admin fee / account holder | $818 | $6,749-87.9% | $13,986-94.1% | $5,306-84.6% |