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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 | $27,395 | $172,111-84.1% | $150,298-81.8% | $137,256-80.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.48% | 69.37%-63.9pp | 62.79%-57.3pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,928 | $4,636-58.4% | $4,154-53.6% | $4,156-53.6% |
| Participant deferral / active EE | $847 | $6,166-86.3% | $5,453-84.5% | $6,407-86.8% |
| Admin fee / account holder | $30,087 | $16,471+82.7% | $14,116+113.1% | $12,270+145.2% |