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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 | $18,964 | $77,908-75.7% | $149,696-87.3% | $75,173-74.8% |
| Participation rate | 76.3% | 65.6%+10.7pp | 78.8%-2.5pp | 67.2%+9.0pp |
| Annual return | 1.14% | 31.73%-30.6pp | 134.46%-133.3pp | 160.72%-159.6pp |
| Employer contribution / active EE | $1,120 | $3,138-64.3% | $4,821-76.8% | $2,671-58.1% |
| Participant deferral / active EE | $652 | $3,411-80.9% | $5,682-88.5% | $4,126-84.2% |
| Admin fee / account holder | $1,346 | $5,950-77.4% | $13,212-89.8% | $5,651-76.2% |