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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 | $14,476 | $55,902-74.1% | $76,030-81.0% | $80,959-82.1% |
| Participation rate | 83.8% | 62.1%+21.7pp | 69.1%+14.7pp | 67.7%+16.1pp |
| Annual return | 9.04% | 20.59%-11.6pp | 361.54%-352.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $5,846 | $1,867+213.2% | $2,688+117.5% | $2,757+112.0% |
| Participant deferral / active EE | $424 | $3,051-86.1% | $4,257-90.0% | $4,300-90.1% |
| Admin fee / account holder | $3,991 | $5,239-23.8% | $6,421-37.8% | $6,925-42.4% |