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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 | $22,309 | $85,171-73.8% | $172,753-87.1% | $72,976-69.4% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.6%+8.5pp | 69.5%+21.7pp |
| Annual return | 14.17% | 27.32%-13.2pp | 803.00%-788.8pp | 81.02%-66.8pp |
| Employer contribution / active EE | $1,820 | $3,324-45.3% | $5,144-64.6% | $2,440-25.4% |
| Participant deferral / active EE | $301 | $3,260-90.8% | $5,198-94.2% | $3,608-91.6% |
| Admin fee / account holder | $1,690 | $5,880-71.3% | $13,956-87.9% | $5,124-67.0% |