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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 | $20,846 | $109,372-80.9% | $89,414-76.7% | $158,966-86.9% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 3.47% | 345.55%-342.1pp | 245.50%-242.0pp | 302.95%-299.5pp |
| Employer contribution / active EE | $929 | $3,171-70.7% | $2,586-64.1% | $4,762-80.5% |
| Participant deferral / active EE | $334 | $4,598-92.7% | $3,890-91.4% | $5,983-94.4% |
| Admin fee / account holder | $1,038 | $6,156-83.1% | $4,883-78.8% | $11,250-90.8% |