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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 | $27,024 | $88,672-69.5% | $105,223-74.3% | $82,448-67.2% |
| Participation rate | 95.7% | 67.9%+27.8pp | 75.0%+20.7pp | 68.1%+27.7pp |
| Annual return | 11.85% | 30.86%-19.0pp | 180.65%-168.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,064 | $3,048-65.1% | $3,689-71.2% | $2,551-58.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,618 | $7,146-77.4% | $8,859-81.7% | $7,234-77.6% |