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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 | $16,636 | $77,920-78.7% | $149,723-88.9% | $75,177-77.9% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 6.37% | 31.72%-25.3pp | 134.50%-128.1pp | 160.75%-154.4pp |
| Employer contribution / active EE | $2,334 | $3,138-25.6% | $4,821-51.6% | $2,671-12.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,605 | $5,951-73.0% | $13,215-87.9% | $5,651-71.6% |