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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 | $14,775 | $48,053-69.3% | $84,637-82.5% | $72,976-79.8% |
| Participation rate | 81.5% | 57.6%+23.9pp | 68.2%+13.2pp | 69.5%+12.0pp |
| Annual return | 3.03% | 37.39%-34.4pp | 258.82%-255.8pp | 81.02%-78.0pp |
| Employer contribution / active EE | $1,887 | $1,602+17.8% | $2,653-28.9% | $2,440-22.7% |
| Participant deferral / active EE | $395 | $2,681-85.3% | $3,900-89.9% | $3,608-89.1% |
| Admin fee / account holder | $649 | $3,395-80.9% | $4,914-86.8% | $5,124-87.3% |