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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 | $12,131 | $58,258-79.2% | $81,820-85.2% | $80,925-85.0% |
| Participation rate | 75.8% | 63.5%+12.3pp | 72.4%+3.4pp | 67.7%+8.1pp |
| Annual return | 9.76% | 41.76%-32.0pp | 777.93%-768.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,107 | $2,345-52.8% | $2,915-62.0% | $2,756-59.8% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,731 | $4,976-45.1% | $7,391-63.1% | $6,940-60.7% |