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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 | $6,495 | $87,166-92.5% | $76,735-91.5% | $137,256-95.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 6.64% | 26.50%-19.9pp | 29.77%-23.1pp | 220.34%-213.7pp |
| Employer contribution / active EE | $5,718 | $2,904+96.9% | $2,454+133.0% | $4,156+37.6% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,911 | $8,403-29.7% | $7,189-17.8% | $12,270-51.8% |