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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 | $48,914 | $99,875-51.0% | $146,866-66.7% | $86,983-43.8% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.5%-6.4pp | 69.5%+6.5pp |
| Annual return | 11.98% | 28.10%-16.1pp | 102.85%-90.9pp | 25.83%-13.8pp |
| Employer contribution / active EE | $543 | $3,224-83.1% | $4,425-87.7% | $2,584-79.0% |
| Participant deferral / active EE | $1,870 | $6,322-70.4% | $7,759-75.9% | $4,194-55.4% |
| Admin fee / account holder | $476 | $7,838-93.9% | $13,620-96.5% | $7,856-93.9% |