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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 | $15,102 | $54,757-72.4% | $90,300-83.3% | $72,983-79.3% |
| Participation rate | 93.6% | 65.1%+28.4pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 9.24% | 30.63%-21.4pp | 78.11%-68.9pp | 81.01%-71.8pp |
| Employer contribution / active EE | $481 | $2,092-77.0% | $2,854-83.1% | $2,440-80.3% |
| Participant deferral / active EE | $685 | $2,887-76.3% | $3,884-82.4% | $3,608-81.0% |
| Admin fee / account holder | $3,158 | $3,972-20.5% | $5,353-41.0% | $5,124-38.4% |