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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 | $61,125-77.7% | $94,057-85.5% | $87,485-84.4% |
| Participation rate | 81.1% | 64.1%+17.1pp | 73.3%+7.8pp | 68.9%+12.2pp |
| Annual return | 12.53% | 35.20%-22.7pp | 480.62%-468.1pp | 26.06%-13.5pp |
| Employer contribution / active EE | $1,605 | $2,136-24.9% | $2,933-45.3% | $2,596-38.2% |
| Participant deferral / active EE | $450 | $3,260-86.2% | $4,709-90.5% | $4,274-89.5% |
| Admin fee / account holder | $1,998 | $5,629-64.5% | $7,244-72.4% | $7,775-74.3% |