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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 | $19,982 | $76,407-73.8% | $150,298-86.7% | $82,448-75.8% |
| Participation rate | 91.9% | 66.4%+25.5pp | 77.8%+14.1pp | 68.1%+23.8pp |
| Annual return | 12.67% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-29.0pp |
| Employer contribution / active EE | $591 | $2,614-77.4% | $4,154-85.8% | $2,551-76.8% |
| Participant deferral / active EE | $667 | $3,214-79.3% | $5,453-87.8% | $4,139-83.9% |
| Admin fee / account holder | $335 | $6,352-94.7% | $14,116-97.6% | $7,234-95.4% |