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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 | $27,647 | $45,050-38.6% | $63,018-56.1% | $70,126-60.6% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 8.53% | 18.76%-10.2pp | 87.62%-79.1pp | 73.15%-64.6pp |
| Employer contribution / active EE | $575 | $2,052-72.0% | $2,761-79.2% | $2,343-75.5% |
| Participant deferral / active EE | $596 | $2,466-75.8% | $3,330-82.1% | $3,332-82.1% |
| Admin fee / account holder | $2,462 | $2,834-13.1% | $3,601-31.6% | $4,645-47.0% |