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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 | $20,703 | $57,828-64.2% | $117,039-82.3% | $70,126-70.5% |
| Participation rate | 80.4% | 67.1%+13.3pp | 77.2%+3.2pp | 69.5%+10.9pp |
| Annual return | 8.82% | 17.55%-8.7pp | 18.95%-10.1pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $77 | $2,438-96.8% | $3,929-98.0% | $3,332-97.7% |
| Admin fee / account holder | $1,665 | $3,548-53.1% | $5,974-72.1% | $4,645-64.2% |