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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 | $23,348 | $77,358-69.8% | $102,184-77.2% | $87,485-73.3% |
| Participation rate | 83.8% | 78.7%+5.1pp | 82.6%+1.2pp | 68.9%+14.9pp |
| Annual return | 5.95% | 41.11%-35.2pp | 31.58%-25.6pp | 26.06%-20.1pp |
| Employer contribution / active EE | $500 | $2,562-80.5% | $3,594-86.1% | $2,596-80.7% |
| Participant deferral / active EE | $655 | $6,753-90.3% | $8,309-92.1% | $4,274-84.7% |
| Admin fee / account holder | $9,267 | $6,809+36.1% | $11,609-20.2% | $7,775+19.2% |