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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 | $10,741 | $81,233-86.8% | $155,567-93.1% | $80,874-86.7% |
| Participation rate | 84.3% | 66.2%+18.1pp | 78.2%+6.1pp | 67.6%+16.6pp |
| Annual return | 9.17% | 33.33%-24.2pp | 64.74%-55.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $448 | $3,101-85.5% | $4,674-90.4% | $2,756-83.7% |
| Participant deferral / active EE | $725 | $3,452-79.0% | $5,628-87.1% | $4,297-83.1% |
| Admin fee / account holder | $1,117 | $7,998-86.0% | $15,916-93.0% | $6,935-83.9% |