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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 | $78,690-79.5% | $161,489-90.0% | $87,485-81.5% |
| Participation rate | 81.6% | 67.5%+14.1pp | 78.7%+2.9pp | 68.9%+12.6pp |
| Annual return | 11.58% | 32.74%-21.2pp | 89.72%-78.1pp | 26.06%-14.5pp |
| Employer contribution / active EE | $1,044 | $2,588-59.7% | $4,268-75.5% | $2,596-59.8% |
| Participant deferral / active EE | $489 | $3,311-85.2% | $5,630-91.3% | $4,274-88.6% |
| Admin fee / account holder | $854 | $6,724-87.3% | $16,006-94.7% | $7,775-89.0% |