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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 | $21,640 | $78,520-72.4% | $96,576-77.6% | $82,448-73.8% |
| Participation rate | 73.5% | 77.7%-4.2pp | 81.4%-7.9pp | 68.1%+5.5pp |
| Annual return | 12.38% | 41.30%-28.9pp | 38.47%-26.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $184 | $2,630-93.0% | $3,553-94.8% | $2,551-92.8% |
| Participant deferral / active EE | $2,452 | $6,754-63.7% | $7,956-69.2% | $4,139-40.8% |
| Admin fee / account holder | $3,736 | $13,455-72.2% | $11,381-67.2% | $7,234-48.4% |