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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 | $20,251 | $77,814-74.0% | $158,223-87.2% | $86,983-76.7% |
| Participation rate | 70.0% | 68.4%+1.6pp | 79.2%-9.2pp | 69.5%+0.5pp |
| Annual return | 5.98% | 30.54%-24.6pp | 52.09%-46.1pp | 25.83%-19.9pp |
| Employer contribution / active EE | $348 | $2,592-86.6% | $4,109-91.5% | $2,584-86.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,697 | $5,879-37.1% | $16,047-77.0% | $7,856-52.9% |