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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 | $14,070 | $123,859-88.6% | $69,632-79.8% | $145,897-90.4% |
| Participation rate | 92.3% | 69.2%+23.1pp | 66.4%+25.9pp | 80.3%+12.0pp |
| Annual return | 0.32% | 192.49%-192.2pp | 101.32%-101.0pp | 552.29%-552.0pp |
| Employer contribution / active EE | $1,519 | $2,673-43.2% | $1,708-11.1% | $4,663-67.4% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,889-100.0% | $6,689-100.0% |
| Admin fee / account holder | $10,675 | $7,817+36.6% | $4,695+127.4% | $13,390-20.3% |