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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 | $55,902-73.6% | $76,030-80.6% | $80,959-81.8% |
| Participation rate | 90.6% | 62.1%+28.6pp | 69.1%+21.6pp | 67.7%+23.0pp |
| Annual return | 6.50% | 20.59%-14.1pp | 361.54%-355.0pp | 35.67%-29.2pp |
| Employer contribution / active EE | $1,250 | $1,867-33.0% | $2,688-53.5% | $2,757-54.7% |
| Participant deferral / active EE | $293 | $3,051-90.4% | $4,257-93.1% | $4,300-93.2% |
| Admin fee / account holder | $1,169 | $5,239-77.7% | $6,421-81.8% | $6,925-83.1% |