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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 | $13,815 | $77,638-82.2% | $156,551-91.2% | $62,881-78.0% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 4.49% | 50.33%-45.8pp | 32.23%-27.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,127 | $3,444-67.3% | $5,501-79.5% | $2,281-50.6% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,014 | $5,561-63.8% | $13,028-84.5% | $4,296-53.1% |