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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 | $13,409 | $60,442-77.8% | $96,754-86.1% | $87,485-84.7% |
| Participation rate | 98.5% | 58.7%+39.8pp | 70.3%+28.2pp | 68.9%+29.6pp |
| Annual return | 10.97% | 21.97%-11.0pp | 82.04%-71.1pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,375 | $1,691-18.6% | $2,679-48.7% | $2,596-47.0% |
| Participant deferral / active EE | $796 | $3,280-75.7% | $4,758-83.3% | $4,274-81.4% |
| Admin fee / account holder | $371 | $5,069-92.7% | $8,905-95.8% | $7,775-95.2% |