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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 | $17,212 | $110,410-84.4% | $102,437-83.2% | $145,897-88.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.19% | 24.85%-16.7pp | 24.95%-16.8pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,935 | $4,217-54.1% | $3,871-50.0% | $4,663-58.5% |
| Participant deferral / active EE | $142 | $5,622-97.5% | $5,060-97.2% | $6,689-97.9% |
| Admin fee / account holder | $914 | $9,745-90.6% | $8,388-89.1% | $13,390-93.2% |