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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 | $21,070 | $90,400-76.7% | $186,193-88.7% | $87,485-75.9% |
| Participation rate | 70.0% | 66.2%+3.8pp | 77.1%-7.1pp | 68.9%+1.1pp |
| Annual return | 8.77% | 22.15%-13.4pp | 78.03%-69.3pp | 26.06%-17.3pp |
| Employer contribution / active EE | $894 | $2,170-58.8% | $3,918-77.2% | $2,596-65.6% |
| Participant deferral / active EE | $1,480 | $4,330-65.8% | $6,513-77.3% | $4,274-65.4% |
| Admin fee / account holder | $16,247 | $8,673+87.3% | $11,058+46.9% | $7,775+109.0% |