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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 | $26,655 | $115,796-77.0% | $101,264-73.7% | $158,950-83.2% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 2.63% | 56.15%-53.5pp | 46.48%-43.8pp | 302.91%-300.3pp |
| Employer contribution / active EE | $2,857 | $4,175-31.6% | $3,660-21.9% | $4,762-40.0% |
| Participant deferral / active EE | $773 | $4,958-84.4% | $4,370-82.3% | $5,983-87.1% |
| Admin fee / account holder | $1,526 | $7,247-78.9% | $5,947-74.3% | $11,248-86.4% |