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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 | $16,816 | $91,198-81.6% | $178,503-90.6% | $79,856-78.9% |
| Participation rate | 79.5% | 69.2%+10.3pp | 81.9%-2.4pp | 69.6%+9.9pp |
| Annual return | 5.33% | 24.20%-18.9pp | 151.12%-145.8pp | 31.71%-26.4pp |
| Employer contribution / active EE | $2,644 | $3,257-18.8% | $5,011-47.2% | $2,471+7.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,360 | $6,748-79.9% | $13,987-90.3% | $5,306-74.4% |