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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 | $53,906 | $96,731-44.3% | $123,973-56.5% | $86,983-38.0% |
| Participation rate | 97.5% | 70.0%+27.5pp | 76.7%+20.8pp | 69.5%+28.0pp |
| Annual return | 5.91% | 17.33%-11.4pp | 388.13%-382.2pp | 25.83%-19.9pp |
| Employer contribution / active EE | $914 | $3,297-72.3% | $4,126-77.9% | $2,584-64.6% |
| Participant deferral / active EE | $859 | $4,152-79.3% | $5,247-83.6% | $4,194-79.5% |
| Admin fee / account holder | $6,462 | $8,722-25.9% | $11,799-45.2% | $7,856-17.7% |