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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 | $76,407-75.7% | $150,298-87.6% | $82,448-77.5% |
| Participation rate | 75.5% | 66.4%+9.1pp | 77.8%-2.3pp | 68.1%+7.4pp |
| Annual return | 7.61% | 39.99%-32.4pp | 62.79%-55.2pp | 41.64%-34.0pp |
| Employer contribution / active EE | $2,817 | $2,614+7.8% | $4,154-32.2% | $2,551+10.4% |
| Participant deferral / active EE | $123 | $3,214-96.2% | $5,453-97.8% | $4,139-97.0% |
| Admin fee / account holder | $2,133 | $6,352-66.4% | $14,116-84.9% | $7,234-70.5% |