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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 | $19,392 | $84,236-77.0% | $170,435-88.6% | $70,126-72.3% |
| Participation rate | 82.6% | 70.8%+11.8pp | 83.6%-1.0pp | 69.5%+13.1pp |
| Annual return | 5.49% | 23.06%-17.6pp | 205.94%-200.4pp | 73.15%-67.7pp |
| Employer contribution / active EE | $3,172 | $3,387-6.4% | $5,432-41.6% | $2,343+35.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $695 | $5,698-87.8% | $13,881-95.0% | $4,645-85.0% |