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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 | $22,554 | $106,923-78.9% | $84,023-73.2% | $152,909-85.2% |
| Participation rate | 78.6% | 75.3%+3.3pp | 69.0%+9.6pp | 82.5%-3.9pp |
| Annual return | 6.14% | 105.02%-98.9pp | 71.32%-65.2pp | 345.46%-339.3pp |
| Employer contribution / active EE | $6,070 | $2,735+121.9% | $1,984+205.9% | $4,764+27.4% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $465 | $8,289-94.4% | $6,102-92.4% | $11,601-96.0% |