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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 | $20,603 | $117,846-82.5% | $102,434-79.9% | $145,884-85.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.44% | 31.90%-23.5pp | 29.46%-21.0pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,391 | $3,615-33.9% | $3,023-20.9% | $4,662-48.7% |
| Participant deferral / active EE | $1,317 | $5,733-77.0% | $5,055-73.9% | $6,690-80.3% |
| Admin fee / account holder | $10,060 | $13,356-24.7% | $9,462+6.3% | $13,392-24.9% |