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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 | $13,848 | $46,534-70.2% | $64,097-78.4% | $75,177-81.6% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 9.07% | 26.07%-17.0pp | 33.75%-24.7pp | 160.75%-151.7pp |
| Employer contribution / active EE | $1,071 | $1,976-45.8% | $2,750-61.0% | $2,671-59.9% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $639 | $2,957-78.4% | $3,070-79.2% | $5,651-88.7% |