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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 | $23,308 | $65,696-64.5% | $56,429-58.7% | $147,586-84.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 8.21% | 13.32%-5.1pp | 19.04%-10.8pp | 578.59%-570.4pp |
| Employer contribution / active EE | $4,341 | $4,121+5.3% | $3,405+27.5% | $4,876-11.0% |
| Participant deferral / active EE | $794 | $4,876-83.7% | $3,951-79.9% | $5,439-85.4% |
| Admin fee / account holder | $8,629 | $5,947+45.1% | $4,466+93.2% | $10,886-20.7% |