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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 | $21,877 | $52,678-58.5% | $75,784-71.1% | $59,633-63.3% |
| Participation rate | 83.3% | 67.2%+16.1pp | 75.8%+7.5pp | 68.7%+14.7pp |
| Annual return | -3.59% | 2.95%-6.5pp | 9.68%-13.3pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $4,929 | $2,193+124.7% | $3,323+48.3% | $2,203+123.8% |
| Participant deferral / active EE | $646 | $2,591-75.1% | $3,652-82.3% | $3,192-79.8% |
| Admin fee / account holder | $1,489 | $3,610-58.7% | $5,300-71.9% | $4,297-65.3% |