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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 | $29,403 | $98,776-70.2% | $149,745-80.4% | $79,856-63.2% |
| Participation rate | 71.1% | 75.8%-4.7pp | 82.5%-11.4pp | 69.6%+1.4pp |
| Annual return | 10.34% | 27.38%-17.0pp | 276.72%-266.4pp | 31.71%-21.4pp |
| Employer contribution / active EE | $905 | $3,217-71.9% | $4,646-80.5% | $2,471-63.4% |
| Participant deferral / active EE | $2,016 | $5,681-64.5% | $6,843-70.5% | $3,741-46.1% |
| Admin fee / account holder | $6,443 | $6,053+6.4% | $9,312-30.8% | $5,306+21.4% |