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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 | $18,582 | $75,541-75.4% | $152,093-87.8% | $82,637-77.5% |
| Participation rate | 75.5% | 66.5%+8.9pp | 77.8%-2.3pp | 68.1%+7.4pp |
| Annual return | 7.61% | 32.56%-24.9pp | 66.36%-58.8pp | 53.51%-45.9pp |
| Employer contribution / active EE | $2,817 | $2,622+7.4% | $4,175-32.5% | $2,552+10.4% |
| Participant deferral / active EE | $123 | $3,206-96.2% | $5,451-97.8% | $4,126-97.0% |
| Admin fee / account holder | $2,133 | $6,405-66.7% | $14,497-85.3% | $7,339-70.9% |