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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 | $27,765 | $98,766-71.9% | $149,730-81.5% | $79,852-65.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 5.79% | 27.43%-21.6pp | 276.70%-270.9pp | 31.72%-25.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,283 | $5,681-77.4% | $6,843-81.3% | $3,740-65.7% |
| Admin fee / account holder | $2,259 | $6,052-62.7% | $9,310-75.7% | $5,306-57.4% |