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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 | $11,274 | $48,053-76.5% | $84,637-86.7% | $72,976-84.6% |
| Participation rate | 85.3% | 57.6%+27.7pp | 68.2%+17.1pp | 69.5%+15.8pp |
| Annual return | 16.25% | 37.39%-21.1pp | 258.82%-242.6pp | 81.02%-64.8pp |
| Employer contribution / active EE | $2,360 | $1,602+47.3% | $2,653-11.1% | $2,440-3.3% |
| Participant deferral / active EE | $585 | $2,681-78.2% | $3,900-85.0% | $3,608-83.8% |
| Admin fee / account holder | $970 | $3,395-71.4% | $4,914-80.3% | $5,124-81.1% |