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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 | $19,595 | $47,479-58.7% | $62,929-68.9% | $82,448-76.2% |
| Participation rate | 83.9% | 66.9%+17.1pp | 73.1%+10.8pp | 68.1%+15.9pp |
| Annual return | 11.26% | 20.34%-9.1pp | 1063.93%-1052.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,070 | $1,885+9.8% | $2,505-17.3% | $2,551-18.8% |
| Participant deferral / active EE | $291 | $2,870-89.8% | $3,888-92.5% | $4,139-93.0% |
| Admin fee / account holder | $1,081 | $3,804-71.6% | $5,065-78.7% | $7,234-85.1% |