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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 | $14,776 | $77,901-81.0% | $149,717-90.1% | $75,181-80.3% |
| Participation rate | 93.9% | 65.6%+28.3pp | 78.8%+15.1pp | 67.2%+26.7pp |
| Annual return | 8.27% | 31.73%-23.5pp | 134.41%-126.1pp | 160.69%-152.4pp |
| Employer contribution / active EE | $1,878 | $3,137-40.1% | $4,820-61.0% | $2,671-29.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $23,591 | $5,949+296.6% | $13,213+78.5% | $5,650+317.6% |