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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 | $25,822 | $104,251-75.2% | $91,004-71.6% | $147,586-82.5% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.6%+11.1pp | 82.8%+3.8pp |
| Annual return | 5.24% | 27.06%-21.8pp | 4.60%+0.6pp | 578.59%-573.4pp |
| Employer contribution / active EE | $2,912 | $3,116-6.5% | $2,456+18.6% | $4,876-40.3% |
| Participant deferral / active EE | $1,099 | $4,195-73.8% | $3,548-69.0% | $5,439-79.8% |
| Admin fee / account holder | $59,482 | $8,948+564.8% | $5,417+998.0% | $10,886+446.4% |