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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 | $10,349 | $81,358-87.3% | $155,556-93.3% | $80,959-87.2% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 7.97% | 33.39%-25.4pp | 64.84%-56.9pp | 35.67%-27.7pp |
| Employer contribution / active EE | $995 | $3,106-68.0% | $4,675-78.7% | $2,757-63.9% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,134 | $7,994-85.8% | $15,885-92.9% | $6,925-83.6% |