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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 | $27,645 | $77,638-64.4% | $156,551-82.3% | $62,881-56.0% |
| Participation rate | 74.4% | 71.2%+3.2pp | 84.0%-9.7pp | 69.3%+5.1pp |
| Annual return | 2.78% | 50.33%-47.5pp | 32.23%-29.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $1,307 | $3,444-62.0% | $5,501-76.2% | $2,281-42.7% |
| Participant deferral / active EE | $650 | $3,046-78.6% | $4,871-86.6% | $3,203-79.7% |
| Admin fee / account holder | $3,166 | $5,561-43.1% | $13,028-75.7% | $4,296-26.3% |