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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 | $18,442 | $81,331-77.3% | $155,534-88.1% | $80,935-77.2% |
| Participation rate | 85.1% | 66.3%+18.9pp | 78.2%+6.9pp | 67.7%+17.4pp |
| Annual return | 7.39% | 33.37%-26.0pp | 64.92%-57.5pp | 35.66%-28.3pp |
| Employer contribution / active EE | $4,225 | $3,105+36.1% | $4,675-9.6% | $2,757+53.3% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,163 | $7,999-73.0% | $15,900-86.4% | $6,924-68.8% |