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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 | $16,162 | $76,407-78.8% | $150,298-89.2% | $82,448-80.4% |
| Participation rate | 81.6% | 66.4%+15.2pp | 77.8%+3.8pp | 68.1%+13.5pp |
| Annual return | 11.58% | 39.99%-28.4pp | 62.79%-51.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $1,044 | $2,614-60.1% | $4,154-74.9% | $2,551-59.1% |
| Participant deferral / active EE | $489 | $3,214-84.8% | $5,453-91.0% | $4,139-88.2% |
| Admin fee / account holder | $854 | $6,352-86.6% | $14,116-93.9% | $7,234-88.2% |