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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 | $29,733-31.3% | $56,025-63.5% | $80,959-74.8% |
| Participation rate | 96.2% | 41.7%+54.5pp | 52.5%+43.7pp | 67.7%+28.6pp |
| Annual return | 8.08% | 35.28%-27.2pp | 1712.69%-1704.6pp | 35.67%-27.6pp |
| Employer contribution / active EE | $2,134 | $672+217.7% | $1,042+104.9% | $2,757-22.6% |
| Participant deferral / active EE | $0 | $1,229-100.0% | $1,955-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,336 | $2,434-45.1% | $2,828-52.8% | $6,925-80.7% |