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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 | $28,644 | $102,422-72.0% | $147,117-80.5% | $80,959-64.6% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 9.17% | 135.16%-126.0pp | 420.54%-411.4pp | 35.67%-26.5pp |
| Employer contribution / active EE | $2,397 | $3,717-35.5% | $4,932-51.4% | $2,757-13.1% |
| Participant deferral / active EE | $2,431 | $6,652-63.5% | $8,065-69.9% | $4,300-43.5% |
| Admin fee / account holder | $9,156 | $7,953+15.1% | $12,993-29.5% | $6,925+32.2% |