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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 | $21,246 | $112,729-81.2% | $98,716-78.5% | $137,256-84.5% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.3%+24.8pp | 80.0%+14.2pp |
| Annual return | 7.08% | 38.48%-31.4pp | 31.81%-24.7pp | 220.34%-213.3pp |
| Employer contribution / active EE | $1,254 | $2,725-54.0% | $2,279-45.0% | $4,156-69.8% |
| Participant deferral / active EE | $200 | $4,640-95.7% | $4,048-95.1% | $6,407-96.9% |
| Admin fee / account holder | $2,715 | $10,129-73.2% | $8,703-68.8% | $12,270-77.9% |