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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 | $27,315 | $110,410-75.3% | $102,437-73.3% | $145,897-81.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.73% | 24.85%-16.1pp | 24.95%-16.2pp | 552.29%-543.6pp |
| Employer contribution / active EE | $4,649 | $4,217+10.2% | $3,871+20.1% | $4,663-0.3% |
| Participant deferral / active EE | $883 | $5,622-84.3% | $5,060-82.6% | $6,689-86.8% |
| Admin fee / account holder | $1,262 | $9,745-87.1% | $8,388-85.0% | $13,390-90.6% |