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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 | $28,876 | $77,449-62.7% | $69,483-58.4% | $152,909-81.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.49% | 39.09%-33.6pp | 28.99%-23.5pp | 345.46%-340.0pp |
| Employer contribution / active EE | $2,470 | $3,316-25.5% | $2,780-11.1% | $4,764-48.1% |
| Participant deferral / active EE | $607 | $4,415-86.2% | $3,537-82.8% | $5,851-89.6% |
| Admin fee / account holder | $652 | $6,210-89.5% | $3,841-83.0% | $11,601-94.4% |