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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 | $12,653 | $76,407-83.4% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 77.1% | 66.4%+10.7pp | 77.8%-0.6pp | 68.1%+9.1pp |
| Annual return | 11.49% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $102 | $3,214-96.8% | $5,453-98.1% | $4,139-97.5% |
| Admin fee / account holder | $11,313 | $6,352+78.1% | $14,116-19.9% | $7,234+56.4% |