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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 | $14,767 | $56,060-73.7% | $76,002-80.6% | $80,874-81.7% |
| Participation rate | 90.6% | 62.0%+28.6pp | 69.1%+21.5pp | 67.6%+23.0pp |
| Annual return | 6.50% | 20.54%-14.0pp | 360.07%-353.6pp | 35.62%-29.1pp |
| Employer contribution / active EE | $1,250 | $1,873-33.3% | $2,688-53.5% | $2,756-54.6% |
| Participant deferral / active EE | $293 | $3,051-90.4% | $4,257-93.1% | $4,297-93.2% |
| Admin fee / account holder | $1,169 | $5,237-77.7% | $6,414-81.8% | $6,935-83.1% |