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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 | $24,055 | $148,623-83.8% | $135,974-82.3% | $139,466-82.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.25% | 79.30%-72.0pp | 68.30%-61.1pp | 373.66%-366.4pp |
| Employer contribution / active EE | $1,037 | $5,246-80.2% | $4,859-78.7% | $4,754-78.2% |
| Participant deferral / active EE | $576 | $8,103-92.9% | $7,760-92.6% | $6,712-91.4% |
| Admin fee / account holder | $6,155 | $12,406-50.4% | $10,767-42.8% | $11,409-46.0% |