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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 | $14,004 | $95,406-85.3% | $185,849-92.5% | $85,847-83.7% |
| Participation rate | 79.1% | 68.8%+10.3pp | 81.7%-2.6pp | 69.3%+9.8pp |
| Annual return | 10.91% | 23.59%-12.7pp | 122.10%-111.2pp | 318.61%-307.7pp |
| Employer contribution / active EE | $991 | $3,314-70.1% | $5,169-80.8% | $2,565-61.4% |
| Participant deferral / active EE | $720 | $3,424-79.0% | $5,569-87.1% | $3,952-81.8% |
| Admin fee / account holder | $1,037 | $7,214-85.6% | $16,244-93.6% | $6,261-83.4% |