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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 | $14,261 | $108,882-86.9% | $96,754-85.3% | $154,746-90.8% |
| Participation rate | 81.8% | 75.1%+6.7pp | 70.3%+11.5pp | 80.7%+1.1pp |
| Annual return | 6.36% | 98.39%-92.0pp | 82.04%-75.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $342 | $3,018-88.7% | $2,679-87.3% | $4,379-92.2% |
| Participant deferral / active EE | $582 | $5,323-89.1% | $4,758-87.8% | $6,730-91.3% |
| Admin fee / account holder | $14,231 | $10,200+39.5% | $8,905+59.8% | $14,365-0.9% |