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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 | $24,504 | $77,638-68.4% | $156,551-84.3% | $62,881-61.0% |
| Participation rate | 97.2% | 71.2%+26.0pp | 84.0%+13.2pp | 69.3%+27.9pp |
| Annual return | 3.07% | 50.33%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,125 | $3,444-67.3% | $5,501-79.5% | $2,281-50.7% |
| Participant deferral / active EE | $567 | $3,046-81.4% | $4,871-88.4% | $3,203-82.3% |
| Admin fee / account holder | $1,026 | $5,561-81.5% | $13,028-92.1% | $4,296-76.1% |