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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 | $33,494 | $76,371-56.1% | $93,621-64.2% | $72,975-54.1% |
| Participation rate | 76.8% | 71.8%+5.1pp | 75.8%+1.0pp | 69.5%+7.3pp |
| Annual return | 12.92% | 25.82%-12.9pp | 32.76%-19.8pp | 81.01%-68.1pp |
| Employer contribution / active EE | $424 | $2,276-81.3% | $2,719-84.4% | $2,440-82.6% |
| Participant deferral / active EE | $1,159 | $3,538-67.2% | $4,070-71.5% | $3,608-67.9% |
| Admin fee / account holder | $2,141 | $6,839-68.7% | $7,890-72.9% | $5,124-58.2% |