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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 | $47,919 | $98,776-51.5% | $149,745-68.0% | $79,856-40.0% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 7.75% | 27.38%-19.6pp | 276.72%-269.0pp | 31.71%-24.0pp |
| Employer contribution / active EE | $636 | $3,217-80.2% | $4,646-86.3% | $2,471-74.3% |
| Participant deferral / active EE | $1,893 | $5,681-66.7% | $6,843-72.3% | $3,741-49.4% |
| Admin fee / account holder | $1,056 | $6,053-82.5% | $9,312-88.7% | $5,306-80.1% |