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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 | $10,946 | $69,274-84.2% | $64,097-82.9% | $139,487-92.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.81% | 46.00%-36.2pp | 33.75%-23.9pp | 373.84%-364.0pp |
| Employer contribution / active EE | $2,380 | $3,187-25.3% | $2,750-13.5% | $4,755-50.0% |
| Participant deferral / active EE | $79 | $4,685-98.3% | $3,881-98.0% | $6,713-98.8% |
| Admin fee / account holder | $1,228 | $4,247-71.1% | $3,070-60.0% | $11,407-89.2% |