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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 | $13,468 | $57,057-76.4% | $85,009-84.2% | $80,874-83.3% |
| Participation rate | 74.4% | 56.4%+18.1pp | 67.5%+6.9pp | 67.6%+6.8pp |
| Annual return | 7.33% | 21.66%-14.3pp | 66.47%-59.1pp | 35.62%-28.3pp |
| Employer contribution / active EE | $284 | $1,799-84.2% | $2,728-89.6% | $2,756-89.7% |
| Participant deferral / active EE | $260 | $3,112-91.6% | $4,522-94.3% | $4,297-94.0% |
| Admin fee / account holder | $538 | $4,986-89.2% | $6,153-91.3% | $6,935-92.2% |