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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 | $71,353-67.3% | $92,805-74.8% | $86,983-73.2% |
| Participation rate | 83.8% | 80.9%+2.9pp | 83.5%+0.3pp | 69.5%+14.2pp |
| Annual return | 5.95% | 44.68%-38.7pp | 31.59%-25.6pp | 25.83%-19.9pp |
| Employer contribution / active EE | $500 | $2,468-79.7% | $3,424-85.4% | $2,584-80.7% |
| Participant deferral / active EE | $655 | $6,966-90.6% | $8,448-92.2% | $4,194-84.4% |
| Admin fee / account holder | $9,267 | $6,099+51.9% | $10,911-15.1% | $7,856+18.0% |