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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 | $16,748 | $81,276-79.4% | $155,574-89.2% | $80,925-79.3% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 8.01% | 33.36%-25.3pp | 64.87%-56.9pp | 35.65%-27.6pp |
| Employer contribution / active EE | $1,147 | $3,103-63.0% | $4,676-75.5% | $2,756-58.4% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $995 | $7,993-87.5% | $15,914-93.7% | $6,940-85.7% |