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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 | $15,213 | $111,814-86.4% | $103,378-85.3% | $145,978-89.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 6.32% | 24.80%-18.5pp | 24.91%-18.6pp | 550.52%-544.2pp |
| Employer contribution / active EE | $3,708 | $4,215-12.0% | $3,870-4.2% | $4,662-20.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,467 | $9,764-44.0% | $8,401-34.9% | $13,400-59.2% |