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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 | $14,366 | $77,908-81.6% | $149,696-90.4% | $75,173-80.9% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 8.03% | 31.73%-23.7pp | 134.46%-126.4pp | 160.72%-152.7pp |
| Employer contribution / active EE | $1,191 | $3,138-62.0% | $4,821-75.3% | $2,671-55.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $857 | $5,950-85.6% | $13,212-93.5% | $5,651-84.8% |