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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 | $22,278 | $110,410-79.8% | $102,437-78.3% | $145,897-84.7% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 8.40% | 24.85%-16.5pp | 24.95%-16.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $11,890 | $4,217+181.9% | $3,871+207.2% | $4,663+155.0% |
| Participant deferral / active EE | $941 | $5,622-83.3% | $5,060-81.4% | $6,689-85.9% |
| Admin fee / account holder | $2,077 | $9,745-78.7% | $8,388-75.2% | $13,390-84.5% |