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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 | $17,033 | $54,757-68.9% | $90,300-81.1% | $72,983-76.7% |
| Participation rate | 73.1% | 65.1%+7.9pp | 73.3%-0.2pp | 69.5%+3.6pp |
| Annual return | 14.09% | 30.63%-16.5pp | 78.11%-64.0pp | 81.01%-66.9pp |
| Employer contribution / active EE | $4,472 | $2,092+113.7% | $2,854+56.7% | $2,440+83.3% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,353 | $3,972-65.9% | $5,353-74.7% | $5,124-73.6% |