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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 | $46,179 | $95,406-51.6% | $185,849-75.2% | $85,847-46.2% |
| Participation rate | 75.7% | 68.8%+6.9pp | 81.7%-6.0pp | 69.3%+6.4pp |
| Annual return | 10.62% | 23.59%-13.0pp | 122.10%-111.5pp | 318.61%-308.0pp |
| Employer contribution / active EE | $1,387 | $3,314-58.2% | $5,169-73.2% | $2,565-45.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $13,260 | $7,214+83.8% | $16,244-18.4% | $6,261+111.8% |