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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 | $20,435 | $29,667-31.1% | $56,441-63.8% | $80,874-74.7% |
| Participation rate | 96.2% | 41.7%+54.6pp | 52.5%+43.7pp | 67.6%+28.6pp |
| Annual return | 8.08% | 35.22%-27.1pp | 1704.21%-1696.1pp | 35.62%-27.5pp |
| Employer contribution / active EE | $2,134 | $669+218.8% | $1,039+105.4% | $2,756-22.6% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,336 | $2,429-45.0% | $2,829-52.8% | $6,935-80.7% |