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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 | $21,424 | $49,025-56.3% | $87,502-75.5% | $62,881-65.9% |
| Participation rate | 97.3% | 64.9%+32.4pp | 73.8%+23.5pp | 69.3%+28.0pp |
| Annual return | 0.18% | 10.02%-9.8pp | 12.21%-12.0pp | 20.14%-20.0pp |
| Employer contribution / active EE | $866 | $1,372-36.9% | $2,550-66.0% | $2,281-62.0% |
| Participant deferral / active EE | $757 | $2,289-66.9% | $3,149-76.0% | $3,203-76.4% |
| Admin fee / account holder | $2,751 | $4,065-32.3% | $4,221-34.8% | $4,296-36.0% |