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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 | $27,523 | $95,415-71.2% | $185,851-85.2% | $85,851-67.9% |
| Participation rate | 77.5% | 68.8%+8.7pp | 81.7%-4.2pp | 69.3%+8.2pp |
| Annual return | 5.94% | 23.59%-17.6pp | 122.11%-116.2pp | 318.63%-312.7pp |
| Employer contribution / active EE | $1,277 | $3,314-61.5% | $5,168-75.3% | $2,565-50.2% |
| Participant deferral / active EE | $952 | $3,424-72.2% | $5,569-82.9% | $3,952-75.9% |
| Admin fee / account holder | $14,301 | $7,215+98.2% | $16,245-12.0% | $6,261+128.4% |