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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 | $18,776 | $56,894-67.0% | $84,753-77.8% | $62,881-70.1% |
| Participation rate | 90.3% | 68.5%+21.8pp | 76.6%+13.7pp | 69.3%+21.0pp |
| Annual return | -5.14% | 6.30%-11.4pp | 22.78%-27.9pp | 20.14%-25.3pp |
| Employer contribution / active EE | $4,361 | $2,400+81.7% | $3,574+22.0% | $2,281+91.2% |
| Participant deferral / active EE | $638 | $2,709-76.5% | $3,712-82.8% | $3,203-80.1% |
| Admin fee / account holder | $5,607 | $3,581+56.6% | $5,333+5.1% | $4,296+30.5% |