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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 | $12,128 | $81,358-85.1% | $155,556-92.2% | $80,959-85.0% |
| Participation rate | 92.6% | 66.3%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 5.76% | 33.39%-27.6pp | 64.84%-59.1pp | 35.67%-29.9pp |
| Employer contribution / active EE | $2,048 | $3,106-34.1% | $4,675-56.2% | $2,757-25.7% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,590 | $7,994-67.6% | $15,885-83.7% | $6,925-62.6% |