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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 | $24,017 | $84,236-71.5% | $170,439-85.9% | $70,124-65.8% |
| Participation rate | 82.2% | 70.8%+11.4pp | 83.6%-1.4pp | 69.5%+12.7pp |
| Annual return | 9.55% | 23.06%-13.5pp | 205.94%-196.4pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,717 | $3,387-49.3% | $5,433-68.4% | $2,342-26.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,010 | $5,698+40.6% | $13,881-42.3% | $4,645+72.4% |