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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 | $20,093 | $61,166-67.2% | $185,849-89.2% | $79,391-74.7% |
| Participation rate | 74.3% | 66.6%+7.6pp | 81.7%-7.5pp | 70.7%+3.5pp |
| Annual return | 11.69% | 19.45%-7.8pp | 122.10%-110.4pp | 116.88%-105.2pp |
| Employer contribution / active EE | $627 | $2,321-73.0% | $5,169-87.9% | $2,428-74.2% |
| Participant deferral / active EE | $847 | $2,789-69.6% | $5,569-84.8% | $4,046-79.1% |
| Admin fee / account holder | $2,055 | $710+189.6% | $16,244-87.3% | $627+228.1% |