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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 | $18,140 | $56,110-67.7% | $94,993-80.9% | $70,126-74.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 12.31% | 51.02%-38.7pp | 27.14%-14.8pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,113 | $1,442-22.8% | $2,603-57.2% | $2,343-52.5% |
| Participant deferral / active EE | $261 | $2,391-89.1% | $3,317-92.1% | $3,332-92.2% |
| Admin fee / account holder | $5,163 | $3,456+49.4% | $4,960+4.1% | $4,645+11.1% |