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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 | $11,346 | $100,970-88.8% | $96,576-88.3% | $137,256-91.7% |
| Participation rate | 81.8% | 82.6%-0.8pp | 81.4%+0.4pp | 80.0%+1.9pp |
| Annual return | 10.38% | 38.16%-27.8pp | 38.47%-28.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,273 | $3,809-40.3% | $3,553-36.0% | $4,156-45.3% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $307 | $11,312-97.3% | $11,381-97.3% | $12,270-97.5% |