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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 | $20,941 | $55,902-62.5% | $76,030-72.5% | $80,959-74.1% |
| Participation rate | 93.5% | 62.1%+31.5pp | 69.1%+24.5pp | 67.7%+25.9pp |
| Annual return | 7.76% | 20.59%-12.8pp | 361.54%-353.8pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $476 | $3,051-84.4% | $4,257-88.8% | $4,300-88.9% |
| Admin fee / account holder | $4,785 | $5,239-8.7% | $6,421-25.5% | $6,925-30.9% |