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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 | $26,935 | $77,920-65.4% | $149,723-82.0% | $75,177-64.2% |
| Participation rate | 70.0% | 65.6%+4.4pp | 78.8%-8.8pp | 67.2%+2.8pp |
| Annual return | 13.25% | 31.72%-18.5pp | 134.50%-121.2pp | 160.75%-147.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $820 | $3,411-76.0% | $5,682-85.6% | $4,126-80.1% |
| Admin fee / account holder | $2,174 | $5,951-63.5% | $13,215-83.5% | $5,651-61.5% |