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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 | $11,998 | $77,908-84.6% | $149,696-92.0% | $75,173-84.0% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 9.43% | 31.73%-22.3pp | 134.46%-125.0pp | 160.72%-151.3pp |
| Employer contribution / active EE | $3,977 | $3,138+26.7% | $4,821-17.5% | $2,671+48.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,776 | $5,950+13.9% | $13,212-48.7% | $5,651+19.9% |