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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 | $19,242 | $58,099-66.9% | $76,902-75.0% | $75,177-74.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 10.39% | 26.71%-16.3pp | 37.91%-27.5pp | 160.75%-150.4pp |
| Employer contribution / active EE | $4,698 | $1,996+135.4% | $2,534+85.4% | $2,671+75.9% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,126-100.0% |
| Admin fee / account holder | $377 | $4,778-92.1% | $5,479-93.1% | $5,651-93.3% |