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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 | $33,589 | $48,011-30.0% | $63,803-47.4% | $82,637-59.4% |
| Participation rate | 93.9% | 66.6%+27.4pp | 72.7%+21.2pp | 68.1%+25.9pp |
| Annual return | 6.73% | 19.84%-13.1pp | 543.72%-537.0pp | 53.51%-46.8pp |
| Employer contribution / active EE | $399 | $1,904-79.0% | $2,532-84.2% | $2,552-84.4% |
| Participant deferral / active EE | $779 | $2,846-72.6% | $3,843-79.7% | $4,126-81.1% |
| Admin fee / account holder | $14,989 | $3,873+287.0% | $5,196+188.5% | $7,339+104.2% |