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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 | $16,870 | $156,398-89.2% | $147,318-88.5% | $138,895-87.9% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 4.90% | 78.75%-73.8pp | 70.43%-65.5pp | 145.39%-140.5pp |
| Employer contribution / active EE | $1,374 | $4,853-71.7% | $4,593-70.1% | $4,194-67.2% |
| Participant deferral / active EE | $1,881 | $8,237-77.2% | $7,906-76.2% | $6,396-70.6% |
| Admin fee / account holder | $211,095 | $14,976+1309.6% | $13,708+1440.0% | $12,562+1580.4% |