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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 | $18,216 | $51,638-64.7% | $68,368-73.4% | $82,448-77.9% |
| Participation rate | 93.9% | 63.6%+30.3pp | 73.8%+20.1pp | 68.1%+25.8pp |
| Annual return | 11.76% | 37.53%-25.8pp | 292.57%-280.8pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,743 | $2,047-14.8% | $2,649-34.2% | $2,551-31.7% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,141 | $4,643-75.4% | $5,150-77.8% | $7,234-84.2% |