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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 | $22,030 | $54,763-59.8% | $90,324-75.6% | $72,976-69.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 13.89% | 30.63%-16.7pp | 78.15%-64.3pp | 81.02%-67.1pp |
| Employer contribution / active EE | $843 | $2,093-59.7% | $2,856-70.5% | $2,440-65.5% |
| Participant deferral / active EE | $727 | $2,887-74.8% | $3,885-81.3% | $3,608-79.8% |
| Admin fee / account holder | $710 | $3,973-82.1% | $5,356-86.7% | $5,124-86.1% |