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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 | $14,353 | $81,262-82.3% | $155,602-90.8% | $80,911-82.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.56% | 33.34%-24.8pp | 64.81%-56.2pp | 35.63%-27.1pp |
| Employer contribution / active EE | $4,142 | $3,102+33.5% | $4,675-11.4% | $2,756+50.3% |
| Participant deferral / active EE | $782 | $3,451-77.3% | $5,629-86.1% | $4,297-81.8% |
| Admin fee / account holder | $694 | $7,992-91.3% | $15,923-95.6% | $6,935-90.0% |