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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 | $30,145 | $50,554-40.4% | $67,681-55.5% | $87,485-65.5% |
| Participation rate | 97.4% | 67.7%+29.6pp | 73.7%+23.6pp | 68.9%+28.4pp |
| Annual return | 9.48% | 17.81%-8.3pp | 590.58%-581.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $1,466 | $1,988-26.3% | $2,678-45.2% | $2,596-43.5% |
| Participant deferral / active EE | $908 | $2,961-69.3% | $3,976-77.2% | $4,274-78.8% |
| Admin fee / account holder | $878 | $4,132-78.7% | $6,100-85.6% | $7,775-88.7% |