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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 | $18,571 | $77,814-76.1% | $158,223-88.3% | $86,983-78.7% |
| Participation rate | 75.0% | 68.4%+6.6pp | 79.2%-4.2pp | 69.5%+5.5pp |
| Annual return | 9.79% | 30.54%-20.8pp | 52.09%-42.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $908 | $3,270-72.2% | $5,467-83.4% | $4,194-78.3% |
| Admin fee / account holder | $1,606 | $5,879-72.7% | $16,047-90.0% | $7,856-79.6% |