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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 | $44,576 | $124,330-64.1% | $109,173-59.2% | $167,536-73.4% |
| Participation rate | 93.8% | 79.5%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 7.31% | 26.04%-18.7pp | 25.75%-18.4pp | 478.82%-471.5pp |
| Employer contribution / active EE | $1,813 | $4,209-56.9% | $3,723-51.3% | $4,839-62.5% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,077 | $7,974-86.5% | $6,755-84.1% | $12,315-91.3% |