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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 | $20,445 | $115,814-82.3% | $101,275-79.8% | $158,982-87.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.88% | 56.16%-51.3pp | 46.48%-41.6pp | 302.99%-298.1pp |
| Employer contribution / active EE | $5,074 | $4,176+21.5% | $3,660+38.6% | $4,763+6.5% |
| Participant deferral / active EE | $573 | $4,958-88.4% | $4,371-86.9% | $5,983-90.4% |
| Admin fee / account holder | $1,293 | $7,249-82.2% | $5,948-78.3% | $11,252-88.5% |