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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 | $23,674 | $45,041-47.4% | $63,003-62.4% | $70,131-66.2% |
| Participation rate | 97.6% | 69.5%+28.0pp | 74.8%+22.8pp | 69.5%+28.0pp |
| Annual return | 6.96% | 18.76%-11.8pp | 87.59%-80.6pp | 73.14%-66.2pp |
| Employer contribution / active EE | $447 | $2,052-78.2% | $2,760-83.8% | $2,342-80.9% |
| Participant deferral / active EE | $454 | $2,465-81.6% | $3,329-86.4% | $3,332-86.4% |
| Admin fee / account holder | $12,938 | $2,836+356.3% | $3,600+259.4% | $4,645+178.5% |