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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 | $14,156 | $91,179-84.5% | $178,499-92.1% | $79,852-82.3% |
| Participation rate | 94.9% | 69.2%+25.7pp | 81.9%+13.0pp | 69.6%+25.3pp |
| Annual return | 7.09% | 24.19%-17.1pp | 151.10%-144.0pp | 31.72%-24.6pp |
| Employer contribution / active EE | $1,494 | $3,256-54.1% | $5,011-70.2% | $2,471-39.5% |
| Participant deferral / active EE | $678 | $3,236-79.0% | $5,202-87.0% | $3,740-81.9% |
| Admin fee / account holder | $1,253 | $6,749-81.4% | $13,986-91.0% | $5,306-76.4% |