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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 | $23,330 | $110,303-78.8% | $95,759-75.6% | $139,487-83.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.89% | 27.19%-21.3pp | 28.42%-22.5pp | 373.84%-367.9pp |
| Employer contribution / active EE | $11,579 | $3,261+255.1% | $2,836+308.2% | $4,755+143.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $427 | $6,615-93.5% | $5,678-92.5% | $11,407-96.3% |