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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 | $21,336 | $117,829-81.9% | $102,423-79.2% | $145,877-85.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.06% | 31.83%-24.8pp | 29.42%-22.4pp | 551.28%-544.2pp |
| Employer contribution / active EE | $934 | $3,615-74.2% | $3,023-69.1% | $4,663-80.0% |
| Participant deferral / active EE | $1,574 | $5,732-72.5% | $5,054-68.9% | $6,691-76.5% |
| Admin fee / account holder | $6,421 | $13,335-51.8% | $9,455-32.1% | $13,402-52.1% |