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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 | $29,120 | $116,203-74.9% | $93,621-68.9% | $152,909-81.0% |
| Participation rate | 90.9% | 78.1%+12.9pp | 75.8%+15.1pp | 82.5%+8.5pp |
| Annual return | 7.97% | 35.96%-28.0pp | 32.76%-24.8pp | 345.46%-337.5pp |
| Employer contribution / active EE | $2,966 | $3,219-7.9% | $2,719+9.1% | $4,764-37.7% |
| Participant deferral / active EE | $393 | $4,605-91.5% | $4,070-90.3% | $5,851-93.3% |
| Admin fee / account holder | $469 | $10,751-95.6% | $7,890-94.0% | $11,601-96.0% |