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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 | $110,410-86.2% | $102,437-85.1% | $145,897-89.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 6.32% | 24.85%-18.5pp | 24.95%-18.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $3,708 | $4,217-12.1% | $3,871-4.2% | $4,663-20.5% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,467 | $9,745-43.9% | $8,388-34.8% | $13,390-59.2% |