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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 | $15,722 | $84,236-81.3% | $170,435-90.8% | $70,126-77.6% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.6pp |
| Annual return | 11.08% | 23.06%-12.0pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $1,067 | $3,387-68.5% | $5,432-80.4% | $2,343-54.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,960 | $5,698-65.6% | $13,881-85.9% | $4,645-57.8% |