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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 | $18,735 | $45,343-58.7% | $150,298-87.5% | $67,986-72.4% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 9.08% | 33.28%-24.2pp | 62.79%-53.7pp | 31.67%-22.6pp |
| Employer contribution / active EE | $856 | $1,462-41.4% | $4,154-79.4% | $2,019-57.6% |
| Participant deferral / active EE | $560 | $2,055-72.7% | $5,453-89.7% | $3,358-83.3% |
| Admin fee / account holder | $4,142 | $2,250+84.1% | $14,116-70.7% | $3,203+29.3% |