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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 | $23,856 | $111,814-78.7% | $103,374-76.9% | $145,959-83.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.46% | 24.77%-17.3pp | 24.89%-17.4pp | 561.95%-554.5pp |
| Employer contribution / active EE | $2,486 | $4,214-41.0% | $3,869-35.7% | $4,661-46.7% |
| Participant deferral / active EE | $458 | $5,618-91.8% | $5,058-90.9% | $6,689-93.1% |
| Admin fee / account holder | $8,357 | $9,754-14.3% | $8,394-0.4% | $13,398-37.6% |