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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 | $58,311-79.2% | $81,882-85.2% | $80,959-85.0% |
| Participation rate | 75.8% | 63.5%+12.3pp | 72.4%+3.4pp | 67.7%+8.1pp |
| Annual return | 9.76% | 41.85%-32.1pp | 779.47%-769.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,107 | $2,347-52.8% | $2,916-62.0% | $2,757-59.8% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,731 | $4,752-42.5% | $7,360-62.9% | $6,925-60.6% |