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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 | $14,670 | $60,139-75.6% | $90,461-83.8% | $79,856-81.6% |
| Participation rate | 87.4% | 65.0%+22.4pp | 72.7%+14.7pp | 69.6%+17.7pp |
| Annual return | 1.53% | 71.96%-70.4pp | 1294.76%-1293.2pp | 31.71%-30.2pp |
| Employer contribution / active EE | $496 | $2,069-76.0% | $3,264-84.8% | $2,471-79.9% |
| Participant deferral / active EE | $614 | $2,939-79.1% | $3,964-84.5% | $3,741-83.6% |
| Admin fee / account holder | $2,450 | $3,978-38.4% | $5,617-56.4% | $5,306-53.8% |