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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 | $31,286 | $57,140-45.2% | $85,240-63.3% | $80,959-61.4% |
| Participation rate | 82.0% | 56.4%+25.6pp | 67.5%+14.5pp | 67.7%+14.3pp |
| Annual return | 6.31% | 21.71%-15.4pp | 66.75%-60.4pp | 35.67%-29.4pp |
| Employer contribution / active EE | $3,699 | $1,802+105.3% | $2,735+35.2% | $2,757+34.2% |
| Participant deferral / active EE | $349 | $3,115-88.8% | $4,527-92.3% | $4,300-91.9% |
| Admin fee / account holder | $1,181 | $4,992-76.3% | $6,165-80.8% | $6,925-82.9% |