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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 | $22,957 | $110,039-79.1% | $97,260-76.4% | $145,884-84.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 4.83% | 244.44%-239.6pp | 75.54%-70.7pp | 551.85%-547.0pp |
| Employer contribution / active EE | $2,790 | $3,074-9.3% | $2,721+2.5% | $4,662-40.2% |
| Participant deferral / active EE | $139 | $4,674-97.0% | $4,262-96.7% | $6,690-97.9% |
| Admin fee / account holder | $699 | $6,204-88.7% | $5,640-87.6% | $13,392-94.8% |