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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 | $16,301 | $77,920-79.1% | $149,723-89.1% | $75,177-78.3% |
| Participation rate | 78.3% | 65.6%+12.7pp | 78.8%-0.5pp | 67.2%+11.1pp |
| Annual return | 11.27% | 31.72%-20.5pp | 134.50%-123.2pp | 160.75%-149.5pp |
| Employer contribution / active EE | $2,698 | $3,138-14.0% | $4,821-44.0% | $2,671+1.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,578 | $5,951-39.9% | $13,215-72.9% | $5,651-36.7% |