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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 | $19,595 | $48,011-59.2% | $63,803-69.3% | $82,637-76.3% |
| Participation rate | 83.9% | 66.6%+17.4pp | 72.7%+11.2pp | 68.1%+15.9pp |
| Annual return | 11.26% | 19.84%-8.6pp | 543.72%-532.5pp | 53.51%-42.2pp |
| Employer contribution / active EE | $2,070 | $1,904+8.7% | $2,532-18.3% | $2,552-18.9% |
| Participant deferral / active EE | $291 | $2,846-89.8% | $3,843-92.4% | $4,126-92.9% |
| Admin fee / account holder | $1,081 | $3,873-72.1% | $5,196-79.2% | $7,339-85.3% |