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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 | $27,464 | $81,331-66.2% | $155,534-82.3% | $80,935-66.1% |
| Participation rate | 73.5% | 66.3%+7.2pp | 78.2%-4.7pp | 67.7%+5.8pp |
| Annual return | 9.57% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,071 | $3,105-65.5% | $4,675-77.1% | $2,757-61.1% |
| Participant deferral / active EE | $39 | $3,454-98.9% | $5,630-99.3% | $4,299-99.1% |
| Admin fee / account holder | $3,072 | $7,999-61.6% | $15,900-80.7% | $6,924-55.6% |