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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 | $30,993 | $83,485-62.9% | $125,192-75.2% | $72,975-57.5% |
| Participation rate | 80.8% | 73.3%+7.5pp | 79.8%+1.0pp | 69.5%+11.3pp |
| Annual return | 7.89% | 25.77%-17.9pp | 43.79%-35.9pp | 81.01%-73.1pp |
| Employer contribution / active EE | $686 | $2,346-70.8% | $3,866-82.3% | $2,440-71.9% |
| Participant deferral / active EE | $1,365 | $3,586-61.9% | $4,937-72.4% | $3,608-62.2% |
| Admin fee / account holder | $1,615 | $5,518-70.7% | $9,704-83.4% | $5,124-68.5% |