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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 | $13,659 | $51,638-73.5% | $68,368-80.0% | $82,448-83.4% |
| Participation rate | 81.1% | 63.6%+17.5pp | 73.8%+7.4pp | 68.1%+13.1pp |
| Annual return | 12.53% | 37.53%-25.0pp | 292.57%-280.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,605 | $2,047-21.6% | $2,649-39.4% | $2,551-37.1% |
| Participant deferral / active EE | $450 | $2,914-84.6% | $4,123-89.1% | $4,139-89.1% |
| Admin fee / account holder | $1,998 | $4,643-57.0% | $5,150-61.2% | $7,234-72.4% |