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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 | $20,877 | $51,638-59.6% | $68,368-69.5% | $82,448-74.7% |
| Participation rate | 81.5% | 63.6%+17.9pp | 73.8%+7.7pp | 68.1%+13.4pp |
| Annual return | 4.51% | 37.53%-33.0pp | 292.57%-288.1pp | 41.64%-37.1pp |
| Employer contribution / active EE | $2,713 | $2,047+32.6% | $2,649+2.4% | $2,551+6.4% |
| Participant deferral / active EE | $353 | $2,914-87.9% | $4,123-91.4% | $4,139-91.5% |
| Admin fee / account holder | $300 | $4,643-93.5% | $5,150-94.2% | $7,234-95.9% |