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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 | $81,331-86.8% | $155,534-93.1% | $80,935-86.7% |
| Participation rate | 84.3% | 66.3%+18.0pp | 78.2%+6.1pp | 67.7%+16.6pp |
| Annual return | 9.17% | 33.37%-24.2pp | 64.92%-55.7pp | 35.66%-26.5pp |
| Employer contribution / active EE | $448 | $3,105-85.6% | $4,675-90.4% | $2,757-83.7% |
| Participant deferral / active EE | $725 | $3,454-79.0% | $5,630-87.1% | $4,299-83.1% |
| Admin fee / account holder | $1,117 | $7,999-86.0% | $15,900-93.0% | $6,924-83.9% |