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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 | $37,447 | $58,311-35.8% | $81,882-54.3% | $80,959-53.7% |
| Participation rate | 87.9% | 63.5%+24.4pp | 72.4%+15.5pp | 67.7%+20.3pp |
| Annual return | 10.76% | 41.85%-31.1pp | 779.47%-768.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $618 | $2,347-73.6% | $2,916-78.8% | $2,757-77.6% |
| Participant deferral / active EE | $618 | $3,287-81.2% | $4,323-85.7% | $4,300-85.6% |
| Admin fee / account holder | $2,016 | $4,752-57.6% | $7,360-72.6% | $6,925-70.9% |