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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 | $29,573 | $117,895-74.9% | $102,460-71.1% | $145,897-79.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.51% | 31.92%-24.4pp | 29.47%-22.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,641 | $3,619-27.0% | $3,025-12.7% | $4,663-43.4% |
| Participant deferral / active EE | $444 | $5,736-92.3% | $5,056-91.2% | $6,689-93.4% |
| Admin fee / account holder | $9,794 | $13,353-26.7% | $9,460+3.5% | $13,390-26.9% |