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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 | $16,146 | $91,167-82.3% | $178,498-91.0% | $79,858-79.8% |
| Participation rate | 91.9% | 69.2%+22.7pp | 81.9%+9.9pp | 69.6%+22.2pp |
| Annual return | 3.84% | 24.19%-20.3pp | 151.09%-147.3pp | 31.72%-27.9pp |
| Employer contribution / active EE | $1,301 | $3,255-60.0% | $5,011-74.0% | $2,471-47.3% |
| Participant deferral / active EE | $274 | $3,236-91.5% | $5,202-94.7% | $3,740-92.7% |
| Admin fee / account holder | $2,192 | $6,747-67.5% | $13,985-84.3% | $5,306-58.7% |