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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 | $15,673 | $81,358-80.7% | $155,556-89.9% | $80,959-80.6% |
| Participation rate | 93.5% | 66.3%+27.2pp | 78.2%+15.3pp | 67.7%+25.8pp |
| Annual return | 8.41% | 33.39%-25.0pp | 64.84%-56.4pp | 35.67%-27.3pp |
| Employer contribution / active EE | $1,918 | $3,106-38.3% | $4,675-59.0% | $2,757-30.4% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $316 | $7,994-96.1% | $15,885-98.0% | $6,925-95.4% |