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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 | $26,527 | $227,597-88.3% | $189,575-86.0% | $167,536-84.2% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 6.56% | 78.44%-71.9pp | 64.19%-57.6pp | 478.82%-472.3pp |
| Employer contribution / active EE | $5,703 | $5,316+7.3% | $4,412+29.3% | $4,839+17.9% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,427 | $11,877-88.0% | $9,806-85.4% | $12,315-88.4% |