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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 | $31,359 | $79,955-60.8% | $98,461-68.2% | $75,173-58.3% |
| Participation rate | 98.1% | 70.4%+27.7pp | 75.2%+22.9pp | 67.2%+30.9pp |
| Annual return | 6.29% | 19.75%-13.5pp | 21.17%-14.9pp | 160.72%-154.4pp |
| Employer contribution / active EE | $14,114 | $2,264+523.4% | $3,049+363.0% | $2,671+428.4% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,409 | $6,841-64.8% | $8,961-73.1% | $5,651-57.4% |