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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 | $22,174 | $70,666-68.6% | $169,385-86.9% | $75,181-70.5% |
| Participation rate | 90.0% | 64.8%+25.2pp | 77.2%+12.8pp | 67.2%+22.8pp |
| Annual return | 11.86% | 36.37%-24.5pp | 405.82%-394.0pp | 160.69%-148.8pp |
| Employer contribution / active EE | $2,513 | $2,210+13.7% | $4,012-37.3% | $2,671-5.9% |
| Participant deferral / active EE | $676 | $4,308-84.3% | $6,221-89.1% | $4,126-83.6% |
| Admin fee / account holder | $9,567 | $5,402+77.1% | $9,011+6.2% | $5,650+69.3% |