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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 | $15,879 | $77,638-79.5% | $156,551-89.9% | $62,881-74.7% |
| Participation rate | 85.1% | 71.2%+13.9pp | 84.0%+1.1pp | 69.3%+15.8pp |
| Annual return | 2.41% | 50.33%-47.9pp | 32.23%-29.8pp | 20.14%-17.7pp |
| Employer contribution / active EE | $3,468 | $3,444+0.7% | $5,501-37.0% | $2,281+52.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $855 | $5,561-84.6% | $13,028-93.4% | $4,296-80.1% |