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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 | $52,353 | $70,486-25.7% | $100,528-47.9% | $79,852-34.4% |
| Participation rate | 72.4% | 73.6%-1.3pp | 79.4%-7.0pp | 69.6%+2.7pp |
| Annual return | 11.24% | 21.90%-10.7pp | 30.90%-19.7pp | 31.72%-20.5pp |
| Employer contribution / active EE | $357 | $2,165-83.5% | $3,419-89.5% | $2,471-85.5% |
| Participant deferral / active EE | $1,992 | $5,182-61.5% | $6,271-68.2% | $3,740-46.7% |
| Admin fee / account holder | $12,287 | $4,480+174.3% | $8,084+52.0% | $5,306+131.6% |