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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 | $17,892 | $45,087-60.3% | $69,483-74.2% | $72,976-75.5% |
| Participation rate | 82.6% | 68.5%+14.1pp | 74.6%+8.0pp | 69.5%+13.1pp |
| Annual return | 3.81% | 22.67%-18.9pp | 28.99%-25.2pp | 81.02%-77.2pp |
| Employer contribution / active EE | $883 | $2,055-57.0% | $2,780-68.2% | $2,440-63.8% |
| Participant deferral / active EE | $510 | $2,603-80.4% | $3,537-85.6% | $3,608-85.9% |
| Admin fee / account holder | $2,027 | $3,057-33.7% | $3,841-47.2% | $5,124-60.5% |