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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 | $26,071 | $70,430-63.0% | $96,572-73.0% | $85,851-69.6% |
| Participation rate | 71.9% | 61.8%+10.1pp | 69.8%+2.0pp | 69.3%+2.6pp |
| Annual return | 9.62% | 18.58%-9.0pp | 37.79%-28.2pp | 318.63%-309.0pp |
| Employer contribution / active EE | $638 | $1,413-54.8% | $2,357-72.9% | $2,565-75.1% |
| Participant deferral / active EE | $1,005 | $2,894-65.3% | $3,850-73.9% | $3,952-74.6% |
| Admin fee / account holder | $2,035 | $4,996-59.3% | $6,183-67.1% | $6,261-67.5% |