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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 | $18,674 | $91,037-79.5% | $71,671-73.9% | $147,586-87.3% |
| Participation rate | 77.8% | 76.1%+1.7pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 3.23% | 20.48%-17.2pp | 20.65%-17.4pp | 578.59%-575.4pp |
| Employer contribution / active EE | $2,222 | $3,327-33.2% | $2,460-9.7% | $4,876-54.4% |
| Participant deferral / active EE | $86 | $4,498-98.1% | $3,438-97.5% | $5,439-98.4% |
| Admin fee / account holder | $5,894 | $8,613-31.6% | $5,558+6.0% | $10,886-45.9% |