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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 | $25,417 | $90,538-71.9% | $88,457-71.3% | $154,746-83.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 11.74% | 37.97%-26.2pp | 32.69%-21.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,358 | $4,914-72.4% | $4,681-71.0% | $4,379-69.0% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $5,667-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,126 | $10,337-89.1% | $9,606-88.3% | $14,365-92.2% |