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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 | $13,762 | $88,996-84.5% | $78,004-82.4% | $138,895-90.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.4%+5.6pp | 79.9%-4.9pp |
| Annual return | 7.28% | 28.03%-20.8pp | 31.07%-23.8pp | 145.39%-138.1pp |
| Employer contribution / active EE | $11,257 | $2,917+285.9% | $2,469+356.0% | $4,194+168.4% |
| Participant deferral / active EE | $441 | $4,724-90.7% | $4,092-89.2% | $6,396-93.1% |
| Admin fee / account holder | $31,494 | $8,807+257.6% | $7,578+315.6% | $12,562+150.7% |