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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 | $21,844 | $100,970-78.4% | $96,576-77.4% | $137,256-84.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 5.35% | 38.16%-32.8pp | 38.47%-33.1pp | 220.34%-215.0pp |
| Employer contribution / active EE | $3,550 | $3,809-6.8% | $3,553-0.1% | $4,156-14.6% |
| Participant deferral / active EE | $876 | $8,286-89.4% | $7,956-89.0% | $6,407-86.3% |
| Admin fee / account holder | $398 | $11,312-96.5% | $11,381-96.5% | $12,270-96.8% |