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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 | $24,384 | $63,082-61.3% | $81,726-70.2% | $79,856-69.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 7.90% | 22.66%-14.8pp | 29.49%-21.6pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,171 | $1,795-34.8% | $4,311-72.8% | $2,471-52.6% |
| Participant deferral / active EE | $865 | $2,780-68.9% | $7,108-87.8% | $3,741-76.9% |
| Admin fee / account holder | $6,212 | $4,428+40.3% | $5,160+20.4% | $5,306+17.1% |