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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 | $11,945 | $172,111-93.1% | $150,298-92.1% | $137,256-91.3% |
| Participation rate | 91.3% | 81.7%+9.6pp | 77.8%+13.5pp | 80.0%+11.3pp |
| Annual return | 9.53% | 69.37%-59.8pp | 62.79%-53.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,454 | $4,636-47.1% | $4,154-40.9% | $4,156-41.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,628 | $16,471-90.1% | $14,116-88.5% | $12,270-86.7% |