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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 | $29,821 | $78,690-62.1% | $161,489-81.5% | $87,485-65.9% |
| Participation rate | 70.7% | 67.5%+3.3pp | 78.7%-8.0pp | 68.9%+1.8pp |
| Annual return | 12.41% | 32.74%-20.3pp | 89.72%-77.3pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,378 | $2,588-46.8% | $4,268-67.7% | $2,596-46.9% |
| Participant deferral / active EE | $868 | $3,311-73.8% | $5,630-84.6% | $4,274-79.7% |
| Admin fee / account holder | $1,231 | $6,724-81.7% | $16,006-92.3% | $7,775-84.2% |