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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 | $77,814-76.1% | $158,223-88.3% | $86,983-78.6% |
| Participation rate | 75.5% | 68.4%+7.1pp | 79.2%-3.7pp | 69.5%+5.9pp |
| Annual return | 7.61% | 30.54%-22.9pp | 52.09%-44.5pp | 25.83%-18.2pp |
| Employer contribution / active EE | $2,817 | $2,592+8.7% | $4,109-31.4% | $2,584+9.0% |
| Participant deferral / active EE | $123 | $3,270-96.3% | $5,467-97.8% | $4,194-97.1% |
| Admin fee / account holder | $2,133 | $5,879-63.7% | $16,047-86.7% | $7,856-72.8% |