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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 | $19,377 | $103,038-81.2% | $90,324-78.5% | $152,909-87.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 10.17% | 95.25%-85.1pp | 78.15%-68.0pp | 345.46%-335.3pp |
| Employer contribution / active EE | $5,375 | $3,141+71.2% | $2,856+88.2% | $4,764+12.8% |
| Participant deferral / active EE | $744 | $4,282-82.6% | $3,885-80.9% | $5,851-87.3% |
| Admin fee / account holder | $21,833 | $6,177+253.4% | $5,356+307.7% | $11,601+88.2% |