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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 | $31,490 | $54,757-42.5% | $90,300-65.1% | $72,983-56.9% |
| Participation rate | 94.5% | 65.1%+29.4pp | 73.3%+21.3pp | 69.5%+25.1pp |
| Annual return | 15.65% | 30.63%-15.0pp | 78.11%-62.5pp | 81.01%-65.4pp |
| Employer contribution / active EE | $509 | $2,092-75.7% | $2,854-82.2% | $2,440-79.1% |
| Participant deferral / active EE | $461 | $2,887-84.0% | $3,884-88.1% | $3,608-87.2% |
| Admin fee / account holder | $2,256 | $3,972-43.2% | $5,353-57.9% | $5,124-56.0% |