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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 | $11,563 | $106,247-89.1% | $96,515-88.0% | $139,466-91.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 5.72% | 38.47%-32.7pp | 35.73%-30.0pp | 373.66%-367.9pp |
| Employer contribution / active EE | $2,435 | $4,106-40.7% | $3,740-34.9% | $4,754-48.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,266 | $7,885-71.3% | $6,735-66.4% | $11,409-80.1% |