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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 | $16,561 | $58,311-71.6% | $81,882-79.8% | $80,959-79.5% |
| Participation rate | 88.0% | 63.5%+24.5pp | 72.4%+15.6pp | 67.7%+20.3pp |
| Annual return | 4.29% | 41.85%-37.6pp | 779.47%-775.2pp | 35.67%-31.4pp |
| Employer contribution / active EE | $3,647 | $2,347+55.4% | $2,916+25.1% | $2,757+32.3% |
| Participant deferral / active EE | $321 | $3,287-90.2% | $4,323-92.6% | $4,300-92.5% |
| Admin fee / account holder | $316 | $4,752-93.3% | $7,360-95.7% | $6,925-95.4% |