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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 | $21,802 | $71,197-69.4% | $93,669-76.7% | $80,925-73.1% |
| Participation rate | 79.4% | 60.4%+19.0pp | 68.7%+10.7pp | 67.7%+11.8pp |
| Annual return | 9.63% | 11.27%-1.6pp | 133.59%-124.0pp | 35.65%-26.0pp |
| Employer contribution / active EE | $1,468 | $1,565-6.2% | $2,424-39.4% | $2,756-46.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $445 | $6,959-93.6% | $8,291-94.6% | $6,940-93.6% |