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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 | $17,511 | $107,666-83.7% | $102,184-82.9% | $154,746-88.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 7.56% | 29.33%-21.8pp | 31.58%-24.0pp | 172.34%-164.8pp |
| Employer contribution / active EE | $552 | $3,846-85.6% | $3,594-84.6% | $4,379-87.4% |
| Participant deferral / active EE | $2,132 | $8,719-75.6% | $8,309-74.3% | $6,730-68.3% |
| Admin fee / account holder | $1,728 | $12,943-86.6% | $11,609-85.1% | $14,365-88.0% |